SAAGA

1221 Brickell Avenue
Suite 2410
Miami, Florida 33131
Tel: 786-362-6819

About SAAGA

SAAGA, formally registered with the SEC as SAAGA. The firm was established in 07/21/2023. They have over 1 offices throughout the country.

SAAGA is a Miami, Florida based Financial Planning firm with nearly $600,579,471 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327015
SEC#	801-128286
Assets Managed by Firm	$600,579,471
No. of Clients	23
No. of Advisors	5

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$600,579,471
High net worth individuals	23	$600,579,471

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