SARA-BAY FINANCIAL CORP.

2201 Cantu Court
Suite 102
Sarasota, Florida 34232
Tel: 941-371-8027

About SARA-BAY FINANCIAL CORP.

SARA-BAY FINANCIAL CORP, formally registered with the SEC as SARA-BAY FINANCIAL CORP. The firm was established in 04/21/2014. They have over 1 offices throughout the country.

SARA-BAY FINANCIAL CORP. is a Sarasota, Florida based Financial Planning firm with nearly $318,307,523 assets under management, offering retirement planning & investment advisory services to 848 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133443
SEC#	801-79508
Assets Managed by Firm	$318,307,523
No. of Clients	848
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	848	$318,307,523
Individuals (other than high net worth individuals)	289	$216,256,237
High net worth individuals	10	$102,051,286

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