Piper Sandler & CO.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Piper Sandler & Co. provides analytical reports and financial strategies to financial institutions, public entities, and corporations. These strategies include balance sheet management, fixed income advisory, and treasury investment portfolio services. Piper Sandler & Co. does not make investment decisions or hold assets for clients. It provides analyses, conclusions, and recommendations to clients' boards of directors, senior management, or financial personnel. Piper Sandler & Co. also acts as a sub-adviser to an exchange-traded fund.

Assets Under Management$2B
Clients2
Advisors23
Avg. per Client$990M
Avg. per Advisor$86M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

23 Advisors at this firm

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