Saratoga Research & Investment Management
Saratoga Research & Investment Management (CRD# 110506) is a financial advisory firm headquartered in Saratoga, CA. They manage $2,740,178,823 in 3,207 accounts and serve the financial needs of clients across 36 states (or territories).
-
Total Assets Under Management2,740MILLION
-
Total Number of Accounts3,207ACCOUNTS
-
Average Account Value$854,437
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Matthew Casas (CRD# 6146130) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry.
Marc Crosby (CRD# 6135326) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry.
Stephen Fung (CRD# 2536107) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 14 years of experience in the finance industry.
Matthew Keating (CRD# 7094524) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 4 years of experience in the finance industry.
Mark McClenahan (CRD# 2323315) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 31 years of experience in the finance industry.
Robert Meng (CRD# 6350494) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has 1 year of experience in the finance industry.
Joseph Pollard (CRD# 5958255) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 10 years of experience in the finance industry.
Shoichi Sato (CRD# 6119891) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 11 years of experience in the finance industry.
Mathew Spencer (CRD# 6397158) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 8 years of experience in the finance industry.
Philip Spencer (CRD# 5649275) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 14 years of experience in the finance industry.