Sandstone Asset Management Inc.

RIASEC RegisteredEst. 2010

Total AUM

$278M

Discretionary

$277M

100% of AUM

Avg account

$2M

Accounts

136

Employees

Advisory reps

Firm details

Headquarters: Calgary,
CRD number: 152742
Registered since: January 27, 2010
Website: www.sandstoneam.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI86.42%
Charitable Organizations6.92%
Corporations / Businesses5.58%
Other1.08%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sandstone Asset Management Inc. is a corporation that has been registered with the SEC since 2010. The firm operates as a capital allocator, primarily serving individual and family clients as well as institutional clients. Sandstone Asset Management focuses on portfolio management across various segments, including individuals, small businesses, pooled investment vehicles, and institutional entities. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients.