Sarasota Capital Strategies,Inc.

Overview

Sarasota Capital Strategies, Inc. is an independent registered investment adviser operating as a corporation under individual ownership. The firm serves primarily individual and family clients, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. It also conducts insurance brokerage activity alongside its advisory business. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices