SAUBERAN & COMPANY, LLC

175 Walnut St Suite#2
Lockport, New York 14094
Tel: 716-439-1265

About SAUBERAN & COMPANY, LLC

SAUBERAN & COMPANY, LLC, formally registered with the SEC as SAUBERAN & COMPANY, LLC. The firm was established in 04/19/1991. They have over 1 offices throughout the country.

SAUBERAN & COMPANY, LLC is a Lockport, New York based Financial Planning firm with nearly $5,810,307 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106317
SEC#	801-38553
Assets Managed by Firm	$5,810,307
No. of Clients	56
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	56	$5,810,307
Individuals (other than high net worth individuals)	45	$5,810,307

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