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Lori Jo Bumgart

SANFORD ADVISORY SERVICES, LLC·PORTAGE, Michigan
Unclaimed Profile
590 W. CENTRE AVENUE, PORTAGE, MI 49024CRD# 2131923Firm CRD# 151388
01

About

Lori Jo Bumgart is a registered financial advisor based in PORTAGE, Michigan, affiliated with SANFORD ADVISORY SERVICES, 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
SANFORD ADVISORY SERVICES, LLC
SANFORD ADVISORY
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SANFORD ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2131923
Firm CRD# 151388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Jo Bumgart offer?
Lori Jo Bumgart specializes in Financial Planning, Investment Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Lori Jo Bumgart's credentials?
Lori Jo Bumgart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Jo Bumgart located?
Lori Jo Bumgart is based in PORTAGE, Michigan, working with SANFORD ADVISORY SERVICES, LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Lori Jo Bumgart charge for services?
Lori Jo Bumgart'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 SANFORD ADVISORY SERVICES, LLC?
SANFORD ADVISORY SERVICES, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Research
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