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- Custodian
- Charles Schwab & Company · Morgan Stanley · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2017
- Office Locations
- 1
Office Locations
About Sabre Asset Management LLC
Sabre Asset Management LLC is a Pepper Pike, OH registered investment adviser providing asset management and retirement planning for retail and institutional clients, with a stated focus that includes entrepreneurs. Portfolios primarily use ETFs and public funds, with mandates that can incorporate fixed income, annuities/insurance, and socially responsible investing; custody relationships include Charles Schwab.
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Owner & Executives
MICHAEL JOHN WHALEN
Managing Member, President
- CRD
- #2800915
- Ownership
- 75% or more
Connie Marie Horrigan
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,339,006 | -- |
| Non-Discretionary | $0 | -- |
| Total | $127,339,006 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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