$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
2 Employees
156 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2017
- Office Locations
- 1
Office Locations
-- South Jordan UT
About Sandos Financial
Sandos Financial is a fee-only, fiduciary RIA based in South Jordan, Utah, focused on investment risk management and retirement income/wealth-transfer planning. The firm applies fact-based investment strategies and builds long-term client relationships, primarily implementing portfolios with public funds and ETFs and custodying assets at Charles Schwab.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$112.5K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JASON MICHAEL SANDOS
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4140614
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL STEPHEN SANDOS
Investment Advisor Representative
- CRD
- #2417233
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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