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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Nov. 22, 2019
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $704.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

25

name start date
Matt Cohen
October 2015
Cheryl West Langston
October 2019
Kristan Leigh Anderson
November 2005
Daniel Trosch
July 2018
Rodrigo Esteban Huerta
August 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sandy Spring Bank -- --
    Sandy Spring Insurance Corporation -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Glenn Avery Robinson Chief Investment Officer March, 2015 less than 5%
      Glen Joseph Buco President And President Of The Board Of Directors October, 2005 less than 5%
      Kimberly Anne Cox Chief Operating Officer And Treasurer Of The Board Of Directors October, 2009 less than 5%
      Brian Laurence Mackin Chief Compliance Officer And Secretary Of The Board Of Directors October, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees