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Building 2SARA-BAY FINANCIAL CORP.

Map pinSARASOTA, FL
Phone941-371-8027
NotebookSEC #801-79508
Total AUM
$396.8M
Employees
5
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2201 CANTU COURT
SUITE 102
SARASOTA
FL 34232
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
941-371-8027

ReceiptFinancials

Total AUM
$396.8M
Accounts
924
Discretionary
$396.8M
Accounts
924
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
313
AUM
$275.5M
HNW Individual Clients
11
AUM
$121.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNHPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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