Sardona Global Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 326726
- Website
- www.sardona-advisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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