Sarsi, LLC (CRD# 168399) is a financial advisory firm headquartered in , . They manage $9,845,278 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$393,811
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.