TrueAdvisor
TrueAdvisor
MM
CFP
MM
CFP

Mark Lee Mcclenahan

Saratoga Research & Investment Management
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Saratoga Research & Investment Management
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
3,016 clients
Average Client Portfolio
$833K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K

Location

14471 Big Basin Way, Suite E, Saratoga, CA, 95070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Saratoga Research & Investment Management
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - October 2013 · 6 yrs 5 mos
Citicorp Investment Services
January 2002 - May 2007 · 5 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.