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Saratoga Research & Investment Management

Headquartered in SARATOGA, CA

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Firm Information

Saratoga Research & Investment Management is an investment advisor registered with the SEC and located in Saratoga, CA. The firm manages over $2.7 billion in assets and offers a range of investment services, including portfolio management for individuals, investment companies, and pooled investment vehicles. They also provide financial planning and securities research. The firm primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans. They also serve investment companies, charitable organizations, and individuals other than high-net-worth individuals. The firm participates in wrap fee programs.

Saratoga Research & Investment Management

14471 BIG BASIN WAY, SUITE E

SARATOGA, CA 95070

$2.74B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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securities research

Securities research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

SARATOGA RESEARCH & INVESTMENT MANAGEMENT has a total of 4 branch locations across the country.
location

SEATTLE, WA

location

Ponte Vedra, FL

location

SARATOGA, CA

location

Salinas, CA

Advisors at Saratoga Research & Investment Management

View All 15 Advisors
Unclaimed
Robert Lee Meng

CFA®, RA

SARATOGA, CA

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Stephen Yu chung Fung

RA

SARATOGA, CA

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Unclaimed
Mark Lee McClenahan

CFP®, RA

SARATOGA, CA

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Unclaimed
Kevin Peter Tanner

RA

SARATOGA, CA

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Unclaimed
Matthew Daniel Casas

CFA®, RA

SARATOGA, CA

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Unclaimed
Marc Cook Crosby

CFP®, CFA®, RA

SARATOGA, CA

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Unclaimed
James Harold Tanner

RA

SARATOGA, CA

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Unclaimed
Philip Albert Spencer

CFA®, RA

SARATOGA, CA

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Disclosures

There are no public disclosures for Saratoga Research & Investment Management.

Frequently Asked Questions (7)

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