SARATOGA RESEARCH & INVESTMENT MANAGEMENT - Financial Advisor in California, Saratoga

Tel: (408) 741-2330 14471 Big Basin Way, Suite E Saratoga, California 95070

About SARATOGA RESEARCH & INVESTMENT MANAGEMENT

SARATOGA RESEARCH & INVESTMENT MANAGEMENT is a Saratoga, California based financial advisory firm with nearly $2,740,178,823 in assets under management and provides investment advisory services for 3207 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

110506

Firm SEC#:

801-57695

Assets Under Management:

$2,740,178,823

No. of Clients:

3207

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (SECURITIES RESEARCH)

Fee Structure:

A percentage of AUM

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