Sadoff Investment Management
Money Directory
Published October 29, 2012
250 W. Coventry Ct., Suite 109
Milwaukee, WI, 53217
Primary Contact: Bryan Sadoff
(414) 352-8460
Website: www.sadoffinvestments.com
Year Founded: 1978
Primary market served: Individuals
Secondary market served: Families
Primary category of service: Investments (Individual and/or 401k)
Other services provided: Financial Planning
Investments
Wealth Management
Quantity of team members: N/A
Total number of professionals on staff: N/A
Total number of customers: N/A
General Business Description: Registered with the SEC as an investment advisory firm providing independent investment advice . Invest in stocks and bonds. Investment objectives growth or balanced.
Most typical fee structure: Percentage of assets under management
Total assets under management: $500 to $749 million
Net worth of typical client/family/business: $1 to $4.9 million
Minimum investment required: $500,000 to $999,999
Typical age of your clients: 55 or Over
Primary industry: Law
Secondary industry: Business Service
For business customers, typical size in total number of employees: N/A
For business customers, typical size in total annual sales: N/A
Other services provided: N/A
Investment philosophy: Follow interest rates and inflationary pressures to determine economic direction. Diversify portfolio. Try to raise cash during bear markets.
Management of customer portfolios: Internal money managers only