David
Siegel
Sawgrass Asset Management LLC
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About this Advisor
David Siegel is a financial advisor based in Ponte Vedra Beach, Florida, working with Sawgrass Asset Management LLC. David has previously held a position at Sawgrass Asset Management LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, David is part of Sawgrass Asset Management LLC, which operates out of Ponte Vedra Beach, Florida. The firm has 16 employees and manages assets totaling $2.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Sawgrass Asset Management LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sawgrass Asset Management LLC Brokerage Details
$2,283,307,039
16
227
$10,058,621
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
David Siegel Work History
Sawgrass Asset Management LLC
Disclosures
Please visit the SEC profile of David Siegel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sawgrass Asset Management LLC
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
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