Sazdanoff Donald Louis is an adviser based in Lexington. It manages $35.37 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Sazdanoff Donald Louis provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sazdanoff Donald Louis is $35.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sazdanoff Donald Louis for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sazdanoff Donald Louis performs its advisory services is located at 1237 Hunters Ridge, Lexington, OH 44904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-884-8309 or by fax 419-884-0952. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at sovereignassetmanagement.com.