Saberi Investments, LLC
RIASEC Registered
Total AUM
$964K
Discretionary
$964K
100% of AUM
Avg account
$87.7K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333727
- Website
- www.saberiinvestments.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.58%
- Individuals45.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Saberi Investments, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm provides portfolio management primarily for individuals and small businesses and charges fees as a percentage of assets under management. Its filings indicate it is not an active ESG investor, does not operate as a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1Jasper Saberi
PresidentCRD 8001455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations