Sag Harbor Advisors, Inc.

Sag Harbor Advisors, Inc. (CRD# 159317) is a financial advisory firm headquartered in Sag Harbor, NY. They manage $2,100,000 in 9 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $233,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY

Financial Advisors at Sag Harbor Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James M. Sanford
CRD#: 2477025
Sag Harbor, NY
96
Wealthminder
score

James Sanford (CRD# 2477025) is an Investment Advisor Representative working at Sag Harbor Advisors, Inc. in Sag Harbor, NY and has over 22 years of experience in the finance industry.

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