Saratoga Research & Investment Management Review

Trust Score 97%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Saratoga Research & Investment Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 12 advisors. Saratoga Research & Investment Management manages $2.0 billion and provides investment advisory services for 3,616 clients (1:302 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $556,849
Hybrid Advisor No
Disciplinary History No
Total AUM $2.0 billion
Advisor / Client Ratio 1:302
Headquarters E Saratoga, CA
SEC Filings Forms and Brochures    (CRD # 110506)
State(s) Registered AZ, CA, FL, NV, NY, OR, TX, WA

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