RIA Intel›Advisers›Florida›SARASOTA ASSET MANAGEMENT, INC.

SARASOTA ASSET MANAGEMENT, INC.

Advisory

WINTER PARK, FL

Data as of Oct 10, 2007 · Source: SEC Form ADV

Total AUM
$54M
1-Year AUM Growth
0.0%
3-Year CAGR
+21.8%
Employees
0
Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingOct 25, 2004
Latest FilingOct 10, 2007
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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