Sandstone Asset Management Inc.

Sandstone Asset Management Inc. (CRD# 152742) is a financial advisory firm headquartered in Calgary, . They manage $272,000,000 in 160 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $1,700,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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, NY, TX

Financial Advisors at Sandstone Asset Management Inc.
No Advisor Found.
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