Saratoga Research & Investment Management
Saratoga, California
Saratoga Research & Investment Management is a local investment advisory firm based in Saratoga, CA, with six offices strategically located to serve their clients. With 23 dedicated employees, the firm specializes in providing comprehensive investment advisory services to individuals and employer 401Ks. Thirteen of their skilled professionals are solely focused on delivering top-notch investment advice to their diverse client base. As an established player in the industry, Saratoga Research & Investment Management boasts an impressive track record. They manage over $2,603,781,000 in assets, serving more than 2,620 individual clie...
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Assets Under Mgmt

$2.6B

Investment Professionals

13

Locations

5

% 401K & Individual

32%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other: SECURITIES RESEARCH
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