AdvisorOS Directory
Claim Profile
SP

Sandeep Pandya

SP ASSET MANAGEMENT LLC·CUPERTINO, California
Unclaimed Profile
20380 TOWN CENTER LANE, CUPERTINO, CA 95014CRD# 2578444Firm CRD# 323369
01

About

Sandeep Pandya is a registered financial advisor based in CUPERTINO, California, affiliated with SP ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SP ASSET MANAGEMENT LLC
SP ASSET MANAGEMENT LLC
AUM
$1.4B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SP ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2578444
Firm CRD# 323369
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CUPERTINO?

Browse all registered financial advisors in CUPERTINO, California or claim this profile if it's yours.

Browse CUPERTINO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sandeep Pandya offer?
Sandeep Pandya specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in CUPERTINO, California for a consultation.
What are Sandeep Pandya's credentials?
Sandeep Pandya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandeep Pandya located?
Sandeep Pandya is based in CUPERTINO, California, working with SP ASSET MANAGEMENT LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Sandeep Pandya charge for services?
Sandeep Pandya's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SP ASSET MANAGEMENT LLC?
SP ASSET MANAGEMENT LLC has approximately 3 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CUPERTINO
Ajay B. Shah — SCP MANAGEMENT COMPANY LLCMichael James Burry — SCION ASSET MANAGEMENT, LLCJonathan Reed Hallam — SCION ASSET MANAGEMENT, LLCRanga Srinivasan — EVEREST MANAGEMENT CORP.Damon Chong Doe — MONTAGE CAPITAL HOLDINGS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile