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SARATOGA INVESTMENT SOLUTIONS INC.
CRD 124949
60 RAILROAD PLACE, SUITE 206, SARATOGA SPRINGS, NY, 12866, United States
Phone
5185845995
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2023-09-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $6.6M |
| High net worth individuals | 22 | $32.0M |
All web addresses on file
Official SEC filing: View on IAPD