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Overview

Articles

Insights

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

Assets

Assets

Last updated on June 12, 2019
    • $3.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 314
      Accounts
    • $11.2M
      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

15

name start date
Anthony Taron Brooks
February 2013
Martin Edward Laprade
November 2000
Liridon Gila
December 2008
Lori Denise Bayler
June 2015
Gale Russell Creighton
October 2007

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Brian Kent Monroe Shareholder Of Sawgrass Asset Management, Inc. January, 1998 25% to 50%
    Dean Edward Mcquiddy Shareholder Of Sawgrass Asset Management, Inc./Cco January, 1998 25% to 50%
    Martin Edward Laprade Shareholder Of Sawgrass Asset Management, Inc. January, 2005 10% to 25%
    David Andrew Furfine Shareholder Of Sawgrass Asset Management, Inc. January, 2005 5% to 10%
    Patrick Alan Riley Shareholder Of Sawgrass Asset Management, Inc. January, 2005 5% to 10%
    Christopher James Greco Shareholder Of Sawgrass Asset Management, Inc. December, 2006 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Performance-Based Fees