Overview
Assets Under Management: $318 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 10
Average Client Assets: $10 million
Frequently Asked Questions
SARA-BAY FINANCIAL CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133443), SARA-BAY FINANCIAL CORP. is subject to fiduciary duty under federal law.
SARA-BAY FINANCIAL CORP. is headquartered in SARASOTA, FL.
SARA-BAY FINANCIAL CORP. serves 10 high-net-worth clients according to their SEC filing dated April 25, 2025. View client details ↓
According to their SEC Form ADV, SARA-BAY FINANCIAL CORP. offers portfolio management for individuals. View all service details ↓
SARA-BAY FINANCIAL CORP. manages $318 million in client assets according to their SEC filing dated April 25, 2025.
According to their SEC Form ADV, SARA-BAY FINANCIAL CORP. serves high-net-worth individuals. View client details ↓
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
Filing ID: 1983302
Last Filing Date: 2025-04-25 12:49:00
Website: https://sara-bay.com