AdvisorOS Directory
Claim Profile
ES

Elizabeth Susan Sauer

BOSTON ASSET MANAGEMENT, INC.·CLEARWATER, Florida
Unclaimed Profile
12707 49TH STREET N, CLEARWATER, FL 33762CRD# 4743885Firm CRD# 112768
01

About

Elizabeth Susan Sauer is a registered financial advisor based in CLEARWATER, Florida, affiliated with BOSTON ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BOSTON ASSET MANAGEMENT, INC.
BOSTON ASSET MANAGEMENT, INC.
AUM
$104M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BOSTON ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4743885
Firm CRD# 112768
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Elizabeth Susan Sauer offer?
Elizabeth Susan Sauer specializes in Investment Management, Fee-Only Advisory. Contact their office in CLEARWATER, Florida for a consultation.
What are Elizabeth Susan Sauer's credentials?
Elizabeth Susan Sauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Susan Sauer located?
Elizabeth Susan Sauer is based in CLEARWATER, Florida, working with BOSTON ASSET MANAGEMENT, INC.. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Elizabeth Susan Sauer charge for services?
Elizabeth Susan Sauer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON ASSET MANAGEMENT, INC.?
BOSTON ASSET MANAGEMENT, INC. has approximately 4 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLEARWATER
John William Thiel — INDIVISIBLE PARTNERS, LLCKristine Alane Starkman — CSENGE ADVISORY GROUP, LLCNolan Blake Hughes — CSENGE ADVISORY GROUP, LLCJohn Hunter Orr — FLAHARTY ASSET MANAGEMENT, LLCGregory James Adams — SOVEREIGN PRIVATE WEALTH, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile