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SARA-BAY FINANCIAL CORP.
SARA-BAY FINANCIAL CORP.
SARASOTA, Florida
·
4 registered advisors
·
CRD# 133443
SEC# 801-79508
0
941-371-8027
01
Firm Overview
AUM
$252M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SARA-BAY FINANCIAL CORP.
4 registered advisors
Benjamin Michael Hard
SARASOTA, Florida
CRD# 4362335
James Christopher Mills
SARASOTA, Florida
CRD# 6120941
James Michael Hard
SARASOTA, Florida
CRD# 236707
Mary Theresa Hettig
SARASOTA, Florida
CRD# 865961
05
Office Locations
SARASOTA, Florida
4 advisors
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Data sourced from SEC Form ADV filings. SARA-BAY FINANCIAL CORP. (CRD# 133443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.