Overview
Assets Under Management: $318 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 3
Average Client Assets: $72 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.94
Average High-Net-Worth Client Assets: $72 million
Total Client Accounts: 848
Discretionary Accounts: 848
Regulatory Filings
CRD Number: 133443
Filing ID: 1983302
Last Filing Date: 2025-04-25 12:49:00
Website: https://sara-bay.com