SAR Services, Inc.
RIASEC Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$181K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 113579
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SAR Services, Inc. is an independent, privately owned registered investment adviser that provides portfolio management primarily for individuals, families and small businesses. The firm operates on a percentage-of-assets fee model and focuses on discretionary portfolio management rather than acting as a capital allocator or pension consultant. Its public filings indicate it is not positioned as a multi-state adviser, does not emphasize ESG integration, and is not affiliated with a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1Roger Ramsay
Investment Advisor RepresentativeCRD 854712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations