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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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