Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC (CRD# 111295) is a financial advisory firm headquartered in Palo Alto, CA. They manage $3,082,624,213 in 1,614 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,083
    MILLION
  • Total Number of Accounts
    1,614
    ACCOUNTS
  • Average Account Value
    $1,909,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, ID, LA, MA, NH, NY, TX, WA

Financial Advisors at Sand Hill Global Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Jeffrey L. Abadie
CRD#: 3228403
One Embarcadero Center Suite 1140, San Francisco, CA 94111

Jeffrey Abadie (CRD# 3228403) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Jeffrey Abadie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Megan S. Breslin
CRD#: 5470825
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Megan Breslin (CRD# 5470825) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.

3
Elizabeth R. Cody
CRD#: 2861950
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Elizabeth Cody (CRD# 2861950) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 21 years of experience in the finance industry. Elizabeth Cody has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Anthony D. Craun
CRD#: 4772469
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Anthony Craun (CRD# 4772469) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 17 years of experience in the finance industry.

5
Sara K. Craven
CRD#: 3199175
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Sara Craven (CRD# 3199175) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 22 years of experience in the finance industry.

6
Caroline A. Curts
CRD#: 5567150
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Caroline Curts (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry. Caroline Curts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brian E. Dombkowski
CRD#: 5115758
,

Brian Dombkowski (CRD# 5115758) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in , and has 1 year of experience in the finance industry.

8
Janet L. Hoffmann
CRD#: 4096884
44 Montgomery Street, Suite 3030, San Francisco, CA 94104

Janet Hoffmann (CRD# 4096884) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in San Francisco, CA and has over 21 years of experience in the finance industry. Janet Hoffmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Stephen F. Peterson
CRD#: 1930500
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Stephen Peterson (CRD# 1930500) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 32 years of experience in the finance industry. Stephen Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Madeline L. Phillips
CRD#: 5872281
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Madeline Phillips (CRD# 5872281) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 8 years of experience in the finance industry. Madeline Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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