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Building 2SARASOTA ASSET MANAGEMENT, INC.

Map pinWINTER PARK, FL
Phone941-923-4909
NotebookSEC #801-63621
Total AUM
$53.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1270 ORANGE AVENUE
STE E
WINTER PARK
FL 32789
USA
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
941-923-4909

ReceiptFinancials

Total AUM
$53.9M
Accounts
262
Discretionary
$53.9M
Accounts
262
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTNTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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