Sawgrass Asset Management LLC

Sawgrass Asset Management LLC (CRD# 108831) is a financial advisory firm headquartered in Jacksonville, FL. They manage $3,756,771,470 in 272 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,757
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $13,811,660
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
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.

FL, GA, IL, OH, OK, TX

Financial Advisors at Sawgrass Asset Management LLC
Showing 1 - 10 of 17 top financial advisors.
1
William M. Davis
CRD#: 2796920
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
96
Wealthminder
score

William Davis (CRD# 2796920) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 20 years of experience in the finance industry.

2
Timothy H. Christiansen
CRD#: 1618059
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

Timothy Christiansen (CRD# 1618059) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 22 years of experience in the finance industry.

3
David A. Furfine
CRD#: 2790329
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

David Furfine (CRD# 2790329) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 21 years of experience in the finance industry.

4
Liridon Gila
CRD#: 5609373
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

Liridon Gila (CRD# 5609373) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 9 years of experience in the finance industry.

5
Gregory S. Gosch
CRD#: 5468773
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

Gregory Gosch (CRD# 5468773) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 9 years of experience in the finance industry.

6
Christopher J. Greco
CRD#: 2665772
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

Christopher Greco (CRD# 2665772) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 22 years of experience in the finance industry.

7
Brian K. Monroe
CRD#: 2147305
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

Brian Monroe (CRD# 2147305) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 23 years of experience in the finance industry.

8
David A. Siegel
CRD#: 4660271
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

David Siegel (CRD# 4660271) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 14 years of experience in the finance industry.

9
Cristine M. Turner
CRD#: 4927706
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
93
Wealthminder
score

Cristine Turner (CRD# 4927706) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 12 years of experience in the finance industry.

10
Anthony T. Brooks
CRD#: 5145624
1579 The Greens Way, Suite 20, Jacksonville, FL 32250
90
Wealthminder
score

Anthony Brooks (CRD# 5145624) is an Investment Advisor Representative working at Sawgrass Asset Management LLC in Jacksonville, FL and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.