Investment adviser · CRD 113579
SAR SERVICES, INC.
Investment adviser filing (IA)
ROCHESTER, NY, United States · Form ADV filed Jun 7, 2012
- Regulatory AUM
- $8.75M Form ADV · Item 5.F
- Client accounts
- 105 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 7, 2012. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
208 WESTFALL ROADROCHESTER, NY, 14620-4679, United States
CRD 113579
Filing source
Form ADV 651555 · Jun 7, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.