Sand Hill Global Advisors, LLC
Sand Hill Global Advisors, LLC (CRD# 111295) is a financial advisory firm headquartered in Palo Alto, CA. They manage $3,443,771,282 in 1,963 accounts and serve the financial needs of clients across 13 states (or territories).
-
Total Assets Under Management3,444MILLION
-
Total Number of Accounts1,963ACCOUNTS
-
Average Account Value$1,754,341
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, ID, LA, MA, MD, ME, NC, NV, NY, TX, VA, WA
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.
Megan Breslin (CRD# 5470825) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 11 years of experience in the finance industry.
Elizabeth Cody (CRD# 2861950) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.
Anthony Craun (CRD# 4772469) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 20 years of experience in the finance industry.
Sara Craven (CRD# 3199175) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.
Caroline Curts (CRD# 5567150) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.
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.
Janet Hoffmann (CRD# 4096884) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
Stephen Peterson (CRD# 1930500) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 35 years of experience in the finance industry.
Kristin Sun (CRD# 4836270) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has over 19 years of experience in the finance industry.