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Lori Denise Bayler

Sawgrass Asset Management LLC

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About Lori Denise Bayler

Lori Denise Bayler is a registered Investment Advisor Representative with Sawgrass Asset Management LLC. Lori has been in the financial services industry since July 2003 and has a Series 65 license. Sawgrass Asset Management LLC has offices in Ponte Vedra Beach, Florida and has over $2 billion in assets under management.

Firm Information

Lori Bayler is currently registered with Sawgrass Asset Management LLC. Sawgrass Asset Management LLC is a registered investment adviser based in Ponte Vedra Beach, Florida. The firm manages over $2.28 billion in assets for a variety of clients, including corporations, state and municipal governments, charitable organizations, pooled investment vehicles, and high-net-worth individuals. Sawgrass provides portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also manages the assets of religious organizations and Taft-Hartley plans.
Sawgrass Asset Management LLC

5000 SAWGRASS VILLAGE CIRCLE

PONTE VEDRA BEACH, FL 32082

$2.28B

Assets Under Management

Not reported

Total Clients

10

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lori Bayler’s Registration & Firm History

FL

01/01/2025 - Present

Sawgrass Asset Management LLC (PONTE VEDRA BEACH FL)

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Licenses & Designations

IA

Issued 04/22/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Denise Bayler.
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