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Last updated: February 23rd, 2020. Data source: SEC filings.
Saratoga Research & Investment Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 36 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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||12|
|Percentage of Advisors Trusted||87%|
|Average Client Balance||$556,849|
|Total AUM||$2.0 billion|
|Advisor / Client Ratio||1:302|
|Headquarters||E Saratoga, CA|
|SEC Filings||View SEC IAPD CRD #110506|
|State(s) Registered||AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WI|