SARASOTA ASSET MANAGEMENT, INC.
CRD #124689 SEC #801-63621 WINTER PARK, FL 941-923-4909
SEC Registered
Total AUM
$53.9M
Discretionary
$53.9M
Employees
5
Clients
0
Accounts
262
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TRACY, MICHAEL, PATRICK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 10, 2007 REGISTERED
Notice Filings (3)
FL TN TX
Address
1270 ORANGE AVENUESTE E
WINTER PARK, FL 32789
USA
Phone: 941-923-4909