Unclaimed Profile

Alicia Dator

SAWGRASS ASSET MANAGEMENT LLC·PONTE VEDRA BEACH, Florida

Clean recordSAWGRASS ASSET MANAGEMENT LLC

5000 SAWGRASS VILLAGE CIRCLE, PONTE VEDRA BEACH, FL 32082CRD# 7609840Firm CRD# 108831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alicia Dator · PONTE VEDRA BEACH, FL

Registration

CRD #7609840 · SAWGRASS ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alicia Dator is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with SAWGRASS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SAWGRASS ASSET MANAGEMENT LLC

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAWGRASS ASSET MANAGEMENT LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7609840

Firm CRD# 108831

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alicia Dator offer?

Alicia Dator specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.

What are Alicia Dator's credentials?

Alicia Dator is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alicia Dator located?

Alicia Dator is based in PONTE VEDRA BEACH, Florida, working with SAWGRASS ASSET MANAGEMENT LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.

How does Alicia Dator charge for services?

Alicia Dator's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAWGRASS ASSET MANAGEMENT LLC?

SAWGRASS ASSET MANAGEMENT LLC has approximately 16 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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