S
$5.8M Total AUM
$5.8M Disc. AUM
-39.6% 3Y CAGR
1 Employees
45 ADV. Clients
35 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-1991
- Office Locations
- 1
Office Locations
175 Walnut ST SUITE#2 Lockport NY
About Sauberan & Company, LLC
Sauberan & Company, LLC is a Lockport-based RIA. The firm has been operating for 35 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$129.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Services
Available
Owner & Executives
C
CHARLES KEITH SAUBERAN
Chief Compliance Officer, President
- CRD
- #1675594
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,810,307 | $103,755 |
| Non-Discretionary | $0 | -- |
| Total | $5,810,307 | $103,755 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing