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SARA-BAY FINANCIAL CORP.
SARASOTA, FL
941-371-8027
SEC #801-68140Total AUM
$81.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2201 CANTU COURT
SUITE 217
SARASOTA
FL 34232
United States
SUITE 217
SARASOTA
FL 34232
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
941-371-8027
Financials
Total AUM
$81.5M
Accounts
97Discretionary
$39.1M
Accounts
72Non-Discretionary
$42.3M
Accounts
25
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.