National Retirement Planning Experts

National Coverage
Local Professionals

SARATOGA CAPITAL MANAGEMENT,LLC

12725 W Indian School Road
Suite E-101
Avondale, Arizona 85392
Tel: 623-266-4567

Need a Financial Advisor?
Compare Vetted Advisors

About SARATOGA CAPITAL MANAGEMENT,LLC

SARATOGA CAPITAL MANAGEMENT,LLC, formally registered with the SEC as SARATOGA CAPITAL MANAGEMENT,LLC. The firm was established in 05/23/1994. They have over 1 offices throughout the country.

SARATOGA CAPITAL MANAGEMENT,LLC is a Avondale, Arizona based Financial Planning firm with nearly $161,541,181 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112021
SEC#801-46534
Assets Managed by Firm$161,541,181
No. of Clients1
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Other (LICENSING FEES)

Advisory Services Provided

  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (ASSET ALLOCATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1$161,541,181

More Retirement Planning firms in Avondale, Arizona:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
$57,786,360,25369121
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
$32,630,475,93625152
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop
Tucson, AZ, 85706-5041
$22,942,793,322142123
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
$6,370,551,61320105
SMEAD CAPITAL MANAGEMENT, INC.
2502 East Camelback Road, Suite 210
Phoenix, AZ, 85016
$6,072,332,2688717

Explore More Retirement Advisors in Avondale, Arizona