Assets Under Management
$2.5B
Number of Clients
3,016
Number of Advisors
15
Average Client AUM
$833K
AUM per Advisor
$167.4M
Compensation
Fee-Only (AUM)
Saratoga Research & Investment Management offers discretionary investment advisory services, mainly in large-cap equity securities, through separately managed accounts. They cater to individuals, high-net-worth individuals, and entities. The firm's investment strategies focus on high-quality companies with low risk. They may also offer personal financial planning services.
14471 Big Basin Way, Suite E, Saratoga, CA, 95070