$1.2M Total AUM
$607.2K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
-- Bloomfield NJ
About Sarkor Financial Advisors
Sarkor Financial Advisors is a Bloomfield-based RIA. The firm has been operating for 2 years. Managing $1.2M in total assets under management, with 1 advisory representatives. They custody assets with Betterment.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$103.9K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
Denise Alvina Sceama Sarkor
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4980699
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,247 | -- |
| Non-Discretionary | $639,435 | -- |
| Total | $1,246,682 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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