Claim Profile
CS

Cory Sistrunk

SANDLOT PARTNERS, LLC·OREM, Utah
Unclaimed Profile
1510 EAST 840 NORTH, OREM, UT 84097CRD# 7512208Firm CRD# 311409
01

About

Cory Sistrunk is a registered financial advisor based in OREM, Utah, affiliated with SANDLOT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SANDLOT PARTNERS, LLC
SANDLOT PARTNERS, LLC
AUM
$458M
Regulatory assets under management
Employees
18
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7512208
Firm CRD# 311409
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OREM?

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

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 Cory Sistrunk offer?
Cory Sistrunk specializes in Retirement Planning. Contact their office in OREM, Utah for a consultation.
What are Cory Sistrunk's credentials?
Cory Sistrunk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Sistrunk located?
Cory Sistrunk is based in OREM, Utah, working with SANDLOT PARTNERS, LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.
How does Cory Sistrunk charge for services?
Cory Sistrunk's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDLOT PARTNERS, LLC?
SANDLOT PARTNERS, LLC has approximately 18 employees and manages $458M 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 →
Browse by specialty