Overview
Assets Under Management: $93 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 35
Average Client Assets: $1.9 million
Frequently Asked Questions
SARATOGA WEALTH ADVISORS, LLC 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 #124529), SARATOGA WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SARATOGA WEALTH ADVISORS, LLC is headquartered in SARATOGA SPRINGS, NY.
SARATOGA WEALTH ADVISORS, LLC serves 35 high-net-worth clients according to their SEC filing dated March 21, 2023. View client details ↓
According to their SEC Form ADV, SARATOGA WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SARATOGA WEALTH ADVISORS, LLC manages $93 million in client assets according to their SEC filing dated March 21, 2023.
According to their SEC Form ADV, SARATOGA WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.34%
Average Client Assets: $1.9 million
Total Client Accounts: 289
Discretionary Accounts: 284
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 124529
Filing ID: 1736773
Last Filing Date: 2023-03-21 14:40:00