R
$77.8M Total AUM
$77.8M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2017
- Office Locations
- 1
Office Locations
-- Clarksville MD
About Robert A. Sandler, LLC
Robert A. Sandler, LLC is a boutique, founder-led RIA in Clarksville, MD serving retail investors with financial planning and portfolio management, including asset allocation, tax and estate planning, and insurance/annuity guidance. Portfolios emphasize public funds, mutual funds, ETFs, and fixed income. Custody is through Charles Schwab and Vanguard.
Team overview
58 AVG AGE
$77.8M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Robert Alan Sandler
Financial Advisor, General Partner, President
- CRD
- #6841550
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,770,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,770,047 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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