SARATOGA WEALTH ADVISORS, LLC

SARATOGA SPRINGS, New York·2 registered advisors·CRD# 124529
SEC# 801-616810518-587-7147
01

Firm Overview

AUM
$93M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SARATOGA WEALTH ADVISORS, LLC

2 registered advisors
Jeffrey Arthur Trowbridge
SARATOGA SPRINGS, New York
Louis Robert Malikow
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
2 advisors

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Data sourced from SEC Form ADV filings. SARATOGA WEALTH ADVISORS, LLC (CRD# 124529) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.