SARATOGA RESEARCH & INVESTMENT MANAGEMENT
Saratoga, CA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM
(408) 741-2330
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, SARATOGA
3 advisers found
Saratoga, CA
AUM
$2.51B
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM
(408) 741-2330
Saratoga, CA
AUM
$130.0M
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
669-222-1155
Saratoga, CA
AUM
$51.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(408) 471-9323