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 ?
$251.88 mm
(as of 5 Mar 24)
Accounts
828
(as of 5 Mar 24)
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
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
SC 13G
IMPAC MORTGAGE HOLDINGS INC
15 Mar 23
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