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Sanderson Wealth Management

EST. AUM
$1,431,219,990

CONTACTS
8

CLIENT ACCOUNTS
1,755

Firm Details

Metro area Buffalo
CRD Number 118910
Website sandersonllc.com
Client types

Overview

Sanderson Wealth Management is a RIA in Buffalo, NY. Only about 1/5 of their assets are discretionary. They rely on Morningstar and Zephyr as their main research tools. Sanderson's vehicle preference is a mutual fund but they will also utilize ETFs and do have alternatives exposure. When building portfolios, they approach the investment universe through three universes: core bonds and cash, global stocks, and non-traditional assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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