SARATOGA RESEARCH & INVESTMENT MANAGEMENT

14471 Big Basin Way, Suite E
Saratoga, California 95070
Tel: (408) 741-2330

About SARATOGA RESEARCH & INVESTMENT MANAGEMENT

SARATOGA RESEARCH & INVESTMENT MANAGEMENT, formally registered with the SEC as SARATOGA RESEARCH & INVESTMENT MANAGEMENT. The firm was established in 07/03/2000. They have over 6 offices throughout the country.

SARATOGA RESEARCH & INVESTMENT MANAGEMENT is a Saratoga, California based Financial Planning firm with nearly $2,740,178,823 assets under management, offering retirement planning & investment advisory services to 3207 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110506
SEC#	801-57695
Assets Managed by Firm	$2,740,178,823
No. of Clients	3207
No. of Advisors	23

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (SECURITIES RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	3207	$2,740,178,823
Individuals (other than high net worth individuals)	2493	$834,186,257
High net worth individuals	456	$1,091,738,295
Pension and profit sharing plans	93	$79,319,931
Charitable organizations	46	$95,348,745
Corporations or other businesses	117	$386,992,168

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