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Sandalwood Investment Group

Headquartered in SOUTH BURLINGTON, VT

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Firm Information

Sandalwood Investment Group is a Registered Investment Adviser with 1 investment adviser representative. They have approximately $2,750,000 in regulatory assets under management and serve 11 clients. They primarily provide portfolio management services for individuals.

Sandalwood Investment Group

$2.75M

Assets Under Management

11

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SANDALWOOD INVESTMENT GROUP has a total of 1 branch locations across the country.
location

SOUTH BURLINGTON, VT

Advisors at Sandalwood Investment Group

View All 1 Advisors
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Douglas Gordon Wood

RA

SOUTH BURLINGTON, VT

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Disclosures

There are no public disclosures for Sandalwood Investment Group.

Frequently Asked Questions (8)

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