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SARATOGA RESEARCH & INVESTMENT MANAGEMENT

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

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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

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

Firm CRD#:

110506

SEC#:

801-57695

No. of Clients:

3207

Assets under Management

$2,740,178,823

No. of Advisors:

23

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