Portfolio Manager · Sandstone Asset Management Inc.
Niomi N. Dunne
CRD 6661763 · Named on Form ADV at one SEC-registered adviser
At a glance
Sandstone Asset Management Inc., an SEC-registered wealth manager based in Calgary, Canada with $331 million in regulatory assets, lists Niomi N. Dunne on its Form ADV as Portfolio Manager.
Firms and roles
- Sandstone Asset Management Inc.Portfolio ManagerWealth manager · Calgary, Canada · $331M in regulatory assets
AtlasMembers
Niomi’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sharon E. WatkinsCEO & CCO, Sandstone Asset Management Inc.
- Brent D. PickerlPresident, Sandstone Asset Management Inc.
- Cheryl SungOperational and Financial Associate, Sandstone Asset Management Inc.
- Ivan R. MatishakCFO, Sandstone Asset Management Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Niomi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.