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Katherine Saltonstall

SANDY COVE ADVISORS, LLC·HINGHAM, Massachusetts
Unclaimed Profile
37 DERBY STREET, HINGHAM, MA 02043CRD# 2432817Firm CRD# 152482
01

About

Katherine Saltonstall is a registered financial advisor based in HINGHAM, Massachusetts, affiliated with SANDY COVE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANDY COVE ADVISORS, LLC
SANDY COVE ADVISORS, LLC
AUM
$486M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SANDY COVE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2432817
Firm CRD# 152482
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Saltonstall offer?
Katherine Saltonstall specializes in Financial Planning, Investment Management. Contact their office in HINGHAM, Massachusetts for a consultation.
What are Katherine Saltonstall's credentials?
Katherine Saltonstall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Saltonstall located?
Katherine Saltonstall is based in HINGHAM, Massachusetts, working with SANDY COVE ADVISORS, LLC. Their office serves clients in the HINGHAM metropolitan area and surrounding communities.
How does Katherine Saltonstall charge for services?
Katherine Saltonstall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDY COVE ADVISORS, LLC?
SANDY COVE ADVISORS, LLC has approximately 9 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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