SAILER FINANCIAL LLC

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Sailer Financial is based out of Brentwood. Sailer Financial is a large advisory firm with 146 clients and discretionary assets under management (AUM) of $343,789,751 (Form ADV from 2019-03-19). Their last reported 13F filing for Q4 2019 included $147,341,000 in managed 13F securities and a top 10 holdings concentration of 79.56%. Sailer Financial's largest holding is Cigna Holding Co with shares held of 215,717. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.97%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

SAILER FINANCIAL, LLC
340 SEVEN SPRINGS WAY SUITE 710
BRENTWOOD TN    37027-4536
Country: United States

Business Phone: 615-370-1253
Fax: 615-370-2810
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Commissions
Amount of client funds and securities: 101,029,000
Total Number of Clients: 146
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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