RIA Intel›Advisers›Washington›SAR GROUP LLC

SAR GROUP LLC

Advisory

WA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$57K

across 67 accounts

AUM per adviser

$1M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FINANCIAL TREX, LLC

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