$74.6M Total AUM
$74.6M Disc. AUM
-- 3Y CAGR
3 Employees
274 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2003
- Office Locations
- 2
Office Locations
1990 Main Stre STE 750 Sarasota FL
460 South Tamiami Trail Osprey FL
About Sarasota Capital STRATEGIES,INC.
Sarasota Capital STRATEGIES,INC. is a Osprey-based RIA with 2 offices. The firm has been operating for 22 years. Managing $74.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
52 AVG AGE
$37.3M AVG AUM / ADVISOR
$272.3K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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CRM
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Services
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Owner & Executives
ANTHONY WARREN WELCH SR
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2173192
- Ownership
- 75% or more
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JOHN HELMS
CFP
- CRD
- #2596654
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,600,000 | $209,150 |
| Non-Discretionary | $0 | -- |
| Total | $74,600,000 | $209,150 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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