AS
AS

Ann Marie Sandquist

27 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

Silverthorne, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ann is the Mayor of the Town of Silverthorne, dedicating about 10-20% of her time to this role. She is also a Senior Advisor for Schechter Private Capital, spending a few hours per week recommending private equity investments to clients.

Employment History
Current Registrations
Arax Advisory Partners
June 2025 - Present · 8 mos
Kingswood Capital Partners, LLC
July 2022 - Present · 3 yrs 7 mos
Kingswood Capital Partners, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Schechter Investment Advisors, LLC
January 2022 - July 2025 · 3 yrs 6 mos
Lido Advisors
February 2020 - June 2021 · 1 yr 4 mos
Charles Schwab & CO., INC.
July 2006 - February 2020 · 13 yrs 7 mos
Charles Schwab & CO., INC.Broker
September 1997 - February 2020 · 22 yrs 5 mos
State Registrations3 states
AZCOFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.