Sanco Services' Investment Management Business
Since Congress passed the Financial Services Reform Act of 2010/2011, Sanco Services Inc. determined that it could no longer operate profitably without raising client fees substantially. To avoid passing on these increased costs to our customers, a business decision was made to operate under the umbrella of a larger firm --- first as a sub-advisor, and eventually as an IAR (Investment Advisor Representative).
As a sub-advisor, Sanco Services Inc. conducts its business through Mid Atlantic Financial Management and LMK Wealth Management. LMK is located in Stuart, FL and is the same entity that was used when Sanco was operating as an RIA. Sanco Services is no longer an RIA and has no disclosure information of our own to provide to prospective clients.
Financial Website Warning Label
Disclaimers and warnings that apply to the information on this and any other financial website you might bump into.
ADV Form Part II (Mid Atlantic Financial Management)
This is a Disclosure Form that must be provided to all Clients and prospective clients by Registered Investment Advisors (RIAs). It is part of the registration form that must be filed with the SEC.
To obtain a copy of the latest version of MAFM's form ADV, Part II and Schedule F information, please contact Amie Snyder at LMK Wealth Management (asnyder-at-lmkwealth-dot-com. A copy will be sent to you as soon as possible.
Sanco Services is no longer required to register with the SEC, or with any other entities. Consequently, there is no IARD/CRD information available for your review. Sanco's activities are now monitored and supervised by Mid Atlantic Financial Management.
