Piper Sandler & CO.

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

Piper Sandler & Co. is a full-service brokerage and financial services firm that provides non-discretionary portfolio consulting, analytical reporting, and financial strategies primarily to institutional investors, public entities, financial institutions, and corporations. Piper Sandler offers several specific programs, including the Fixed Income Analytics Program, the Balance Sheet Management Services, the Fixed Income Advisory Services, the Treasury Investment Portfolio Services, and the Public Finance Consulting Services Program. Through these offerings, Piper Sandler helps clients analyze interest rate sensitivities, develop investment strategies, evaluate credit, and manage bond proceeds. Piper Sandler does not manage individual consumer investment portfolios or provide personal financial planning, but acts as a complementary advisor alongside its primary broker-dealer and investment banking operations.

Assets Under Management$1.3B
Clients20
Advisors26
Avg. per Client$64M
Avg. per Advisor$49M

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

26 Advisors at this firm

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