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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2013
- Office Locations
- 1
Office Locations
About Sarsi, LLC
Sarsi, LLC is a New Jersey–based, fee-only, fiduciary RIA serving busy professionals, business owners, and retirees/pre-retirees. The firm provides comprehensive financial planning and investment management spanning cash flow/debt, insurance and risk management, retirement and Social Security, estate and tax planning, and non-cash comp analysis, and also offers outsourced CIO consulting for larger investors. Client assets are custodied at Charles Schwab and managed with ongoing monitoring; services are available virtually beyond NJ/NY.
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Owner & Executives
DEVA PANAMBUR
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #4632189
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,044,507 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,044,507 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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