Sara-Bay Financial Corp., a small investment advisory firm based out of Sarasota, FL, is renowned for its exceptional financial services. With over 250 individual clients and a staggering $213,242,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from a single office, Sara-Bay Financial Corp. caters to a diverse clientele, with approximately half of their assets under management originating from employer 401Ks and individual investors.
With a wealth of experience in managing employer 401Ks and individual assets, Sara-Bay Financial Corp. demonstrates expertise and...
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Assets Under Mgmt
$213.24M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.