Sara-Bay Financial is an investment advisor in Sarasota with $378.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
650448253
SEC advisor number
801-79508
FINRA CRD number
133443
AUM ?
$378.37 mm
(as of 9 Nov 22)
Accounts
773
(as of 9 Nov 22)
Employees
5
(3 investment advisory or research)
Address
Sara-Bay Financial
2201 CANTU CT
SUITE 102
SARASOTA
FL 34232
2201 CANTU CT
SUITE 102
SARASOTA
FL 34232
Phone
9413718027
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21
13F-HR
Quarterly holdings report by institutional manager
16 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
15 Jan 21