Overview
Assets Under Management: $318 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 10
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.06
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 848
Discretionary Accounts: 848
Regulatory Filings
CRD Number: 133443
Last Filing Date: 2025-01-28 00:00:00
Website: HTTP://WWW.SARA-BAY.COM