SANFORD ADVISORY SERVICES, LLC

SANFORD ADVISORY
PORTAGE, Michigan·4 registered advisors·CRD# 151388
SEC# 801-1199240269-488-6900
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SANFORD ADVISORY SERVICES, LLC

4 registered advisors
Brent Walter Kerstetter
PORTAGE, Michigan
Lori Jo Bumgart
PORTAGE, Michigan
Scott Michael Williams
PORTAGE, Michigan
Todd Arthur Sanford
PORTAGE, Michigan
05

Office Locations

PORTAGE, Michigan
4 advisors

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Data sourced from SEC Form ADV filings. SANFORD ADVISORY SERVICES, LLC (CRD# 151388) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.