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Sanderson & Stocker, Inc. (Ithaca)


Sanderson & Stocker, Inc. is a large advisory firm based in Ithaca. It manages $53 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

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Sanderson & Stocker provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sanderson & Stocker: assets under management

The assets under management (AUM) of Sanderson & Stocker, Inc. is $53 million. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.06 million in discretionary accounts and $11.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.97 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sanderson & Stocker, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ithaca

The principal office where Sanderson & Stocker, Inc. performs its advisory services is located at 528 Warren Road, Ithaca, NY 14850 1852 The mailing address of the firm is Po Box 3370, Ithaca, NY 14852 3370. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 607-257-5117. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at sandersoncapital.com.


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