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Last updated: January 16th, 2020. Data source: SEC filings.
Sand Hill Global Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 13 advisors. Sand Hill Global Advisors manages $2.1 billion and provides investment advisory services for 311 clients (1:24 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$6,593,037|
|Total AUM||$2.1 billion|
|Advisor / Client Ratio||1:24|
|Headquarters||Palo Alto, CA|
|SEC Filings||Forms and Brochures (CRD # 111295)|
|State(s) Registered||CA, MA, NH, NY, TX, VA, WA|