Sanford Advisory Services

Sanford Advisory Services (CRD# 151388) is a financial advisory firm headquartered in Portage, MI. They manage $95,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $1,187,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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.

MI

Financial Advisors at Sanford Advisory Services
Showing 1 - 2 of 2 top financial advisors.
1
Kirsten M. Shaw
CRD#: 4835829
590 W. Centre Avenue, Portage, MI 49024
90
Wealthminder
score

Kirsten Shaw (CRD# 4835829) is an Investment Advisor Representative working at Sanford Advisory Services in Portage, MI and has over 5 years of experience in the finance industry.

2
Thomas R. Voinaroski
CRD#: 6516721
590 W. Centre Avenue, Portage, MI 49024
87
Wealthminder
score

Thomas Voinaroski (CRD# 6516721) is an Investment Advisor Representative working at Sanford Advisory Services in Portage, MI and has 1 year of experience in the finance industry.

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