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).

Current Firm Details
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
https://www.linkedin.com/company/sand-hill-global-advisors
By the Numbers
  • Total Assets Under Management
    3,444
    MILLION
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $1,754,341
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
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, LA, MA, MD, ME, NC, NV, NY, TX, VA, WA

Financial Advisors at Sand Hill Global Advisors, LLC
Showing 11 - 15 of 15 top financial advisors.
11
Barry Taylor, financial advisor San Francisco CA
Barry Taylor
CRD#: 4718531
44 Montgomery Street, Suite 3030, San Francisco, CA 94104

Barry Taylor (CRD# 4718531) 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.

12
Kimberleigh Williams, financial advisor Palo Alto CA
Kimberleigh A. Williams
CRD#: 5694310
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Kimberleigh Williams (CRD# 5694310) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

13
Meghan Degroot, financial advisor San Francisco CA
Meghan H. Degroot
CRD#: 5425444
One Embarcadero Center, Suite 1140, San Francisco, CA 94111

Meghan Degroot (CRD# 5425444) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

14
Mark Strahs, financial advisor Palo Alto CA
Mark F. Strahs
CRD#: 2223342
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Mark Strahs (CRD# 2223342) 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.

15
Brenda Vingiello, financial advisor Palo Alto CA
Brenda A. Vingiello
CRD#: 6104497
245 Lytton Avenue, Suite 300, Palo Alto, CA 94301

Brenda Vingiello (CRD# 6104497) is an Investment Advisor Representative working at Sand Hill Global Advisors, LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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