Saperston Asset Management, Inc.

Saperston Asset Management, Inc. (CRD# 44379) is a financial advisory firm headquartered in Hamburg, NY. They manage $154,533,971 in 580 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    580
    ACCOUNTS
  • Average Account Value
    $266,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, MA, MD, NC, NE, NH, NY, PA, TX, VA, WA

Financial Advisors at Saperston Asset Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jery K. Chambers
CRD#: 2813052
172 Lake Street, Hamburg, NY 14075
93
Wealthminder
score

Jery Chambers (CRD# 2813052) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Hamburg, NY and has over 21 years of experience in the finance industry.

2
George E. Gotch
CRD#: 1839444
37 N. Orange Ave., Suite 500, Orlando, FL 32801
93
Wealthminder
score

George Gotch (CRD# 1839444) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Orlando, FL and has over 29 years of experience in the finance industry.

3
Kristina L. Saperston
CRD#: 4403872
1966 Hillview Street, Sarasota, FL 34239
93
Wealthminder
score

Kristina Saperston (CRD# 4403872) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Sarasota, FL and has over 8 years of experience in the finance industry.

4
Willard B. Saperston
CRD#: 838581
1966 Hillview Street, Sarasota, FL 34239
93
Wealthminder
score

Willard Saperston (CRD# 838581) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Sarasota, FL and has over 36 years of experience in the finance industry.

5
Ann Marie Williams
CRD#: 6612552
172 Lake Streeet, Hamburg, NY 14075
88
Wealthminder
score

Ann Marie Williams (CRD# 6612552) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Hamburg, NY and has 1 year of experience in the finance industry.

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