Saratoga Investment Solutions Inc.
Saratoga Investment Solutions Inc. (CRD# 124949) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $27,000,000 in 125 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$216,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses