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J.E. Sandifer Consultants, Inc. (Mobile)


J.E. Sandifer Consultants, Inc. is a large advisory firm based in Mobile. It manages $120.4 million of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Colorado, Florida, Mississippi, and Texas.

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J.E. Sandifer Consultants provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

J.E. Sandifer Consultants: assets under management

The assets under management (AUM) of J.E. Sandifer Consultants, Inc. is $120.4 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $110.4 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $231.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.E. Sandifer Consultants, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mobile

The principal office where J.E. Sandifer Consultants, Inc. performs its advisory services is located at 3615 Old Shell Road, Mobile, AL 36608, 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 251-340-1984 or by fax 251-340-1997. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at jesandifer.com.


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