SAAS CAPITAL, LLC

1311 Vine Street
Cincinnati, Ohio 45202
Tel: 303-870-9529

About SAAS CAPITAL, LLC

SAAS CAPITAL, LLC, formally registered with the SEC as SAAS CAPITAL, LLC. The firm was established in 08/10/2022. They have over 7 offices throughout the country.

SAAS CAPITAL, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $174,258,068 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298213
SEC#	801-126369
Assets Managed by Firm	$174,258,068
No. of Clients	7
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$174,258,068

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