RIA Intel›Advisers›New Jersey›SANDALWOOD SECURITIES, INC.

SANDALWOOD SECURITIES, INC.

Advisory

N·ROSELAND, NJ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$930M
1-Year AUM Growth
-2.6%
3-Year CAGR
+7.2%
Employees
4
Assets Under Management
Total AUM$930M
Discretionary AUM$930M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees4
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record48
First FilingMar 29, 2001
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 48 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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