Sardona Global Advisors LLC

RIAState Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$856K
Accounts
3
Employees
2
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
326726
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI86.51%
  • Individuals13.49%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sardona Global Advisors LLC is an independent, Florida-registered RIA organized as an LLC that serves individual and family clients. The firm markets itself as a capital allocator and provides portfolio management across individual and pooled structures, as well as to businesses or institutional entities. Its advisory services include selecting other advisers and running educational seminars and workshops. The firm’s fee model combines a percentage-of-assets-under-management component with performance-based fees. Industry affiliations listed on the firm’s filings include relationships with a broker-dealer, a banking or thrift institution, and roles as sponsor, general partner, or managing member of pooled investment vehicles, which aligns with its capital-allocation activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2602 Nw 72nd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth