Sarsi, LLC

Sarsi, LLC (CRD# 168399) is a financial advisory firm headquartered in , . They manage $4,376,176 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $312,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

NJ

Financial Advisors at Sarsi, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Deva Panambur, CFA®, CFP®
CRD#: 4632189
708, Third Avenue, 6th Floor, New York, NY 10017
103
Wealthminder
score

Sarsi, LLC is a registered investment adviser. We offer investment and financial planning services to individuals- typically successful professionals and business owners. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and reporting. 

We also provide consulting services across all asset classes including alternative investments to institutions and UHNW clients/family offices. Consulting services offered include: Manager Selection and due diligence, asset allocation, portfolio construction and risk management.

 

Deva Panambur,  CFA®, CFP® is the founder. before starting Sarsi,LLC in 2010, Deva worked in several large firms such as Neuberger Berman (EMM group), Merrill Lynch and Deutsche Bank in investment management and wealth advisory. He is an adjunct prodessor at Montclair State Uuniversity and teaches a course in Personal Finance. 

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