S
$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-2012
- Office Locations
- 1
Office Locations
-- Rochester NY
About SAR Services, Inc.
SAR Services, Inc. is a Rochester-based RIA. The firm has been operating for 14 years. Managing $5.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$132.0K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
R
ROGER MAIN RAMSAY
Chief Compliance Officer, Owner, President
- CRD
- #854712
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,543,423 | $91,053 |
| Non-Discretionary | $0 | $10,000 |
| Total | $5,543,423 | $83,333 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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