SARA-BAY FINANCIAL CORP.
CRD #133443 SEC #801-79508 SARASOTA, FL 941-371-8027
SEC Registered
Total AUM
$318.3M
Discretionary
$318.3M
Employees
5
Clients
0
Accounts
848
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $318.3M | $318.3M | $0 | 5 | 0 |
| Jan 2025 | $318.3M | $318.3M | $0 | 5 | 0 |
| Mar 2024 | $251.9M | $251.9M | $0 | 5 | 0 |
| Feb 2023 | $213.2M | $213.2M | $0 | 5 | 0 |
| Nov 2022 | $378.4M | $378.4M | $0 | 5 | 0 |
| Feb 2022 | $378.4M | $378.4M | $0 | 5 | 0 |
| Apr 2021 | $256.5M | $256.5M | $0 | 5 | 0 |
| Mar 2021 | $256.5M | $256.5M | $0 | 5 | 0 |
| Aug 2020 | $222.3M | $222.3M | $0 | 5 | 360 |
| Jul 2020 | $222.3M | $222.3M | $0 | 5 | 360 |
| Jul 2020 | $222.3M | $222.3M | $0 | 5 | 360 |
| Jun 2020 | $222.3M | $222.3M | $0 | 5 | 360 |
| Mar 2020 | $222.3M | $222.3M | $0 | 5 | 360 |
| Feb 2020 | $138.5M | $138.5M | $0 | 5 | 216 |
| Jul 2019 | $138.5M | $138.5M | $0 | 5 | 216 |
| Mar 2019 | $138.5M | $138.5M | $0 | 5 | 216 |
| Mar 2018 | $172.5M | $141.9M | $30.7M | 4 | 150 |
| Feb 2018 | $172.5M | $141.9M | $30.7M | 4 | 150 |
| Mar 2017 | $128M | $104.3M | $23.7M | 3 | 26 |
| Mar 2016 | $113.7M | $62.5M | $51.2M | 3 | 26 |
| Apr 2015 | $114.3M | $54.4M | $59.9M | 4 | 26 |
| Mar 2015 | $114.3M | $54.4M | $59.9M | 4 | 26 |
| Mar 2014 | $119.8M | $48.1M | $71.6M | 4 | 26 |
| Aug 2012 | $81.5M | $39.2M | $42.3M | 1 | 26 |
| May 2012 | $81.5M | $39.2M | $42.3M | 1 | 26 |
| Mar 2012 | $81.5M | $39.2M | $42.3M | 1 | 26 |
| Aug 2011 | $54.7M | $54.7M | $0 | 5 | -- |
| Apr 2011 | $54.7M | $54.7M | $0 | 5 | -- |
| Mar 2009 | $25.5M | $25.5M | $0 | 5 | -- |
| Jan 2008 | $30.8M | $30.8M | $0 | 5 | -- |
DateApr 2025
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$378.4M
Discretionary$378.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$378.4M
Discretionary$378.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$256.5M
Discretionary$256.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$256.5M
Discretionary$256.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees5
Clients360
DateJul 2020
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees5
Clients360
DateJul 2020
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees5
Clients360
DateJun 2020
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees5
Clients360
DateMar 2020
Total AUM$222.3M
Discretionary$222.3M
Non-Disc.$0
Employees5
Clients360
DateFeb 2020
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees5
Clients216
DateJul 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees5
Clients216
DateMar 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees5
Clients216
DateMar 2018
Total AUM$172.5M
Discretionary$141.9M
Non-Disc.$30.7M
Employees4
Clients150
DateFeb 2018
Total AUM$172.5M
Discretionary$141.9M
Non-Disc.$30.7M
Employees4
Clients150
DateMar 2017
Total AUM$128M
Discretionary$104.3M
Non-Disc.$23.7M
Employees3
Clients26
DateMar 2016
Total AUM$113.7M
Discretionary$62.5M
Non-Disc.$51.2M
Employees3
Clients26
DateApr 2015
Total AUM$114.3M
Discretionary$54.4M
Non-Disc.$59.9M
Employees4
Clients26
DateMar 2015
Total AUM$114.3M
Discretionary$54.4M
Non-Disc.$59.9M
Employees4
Clients26
DateMar 2014
Total AUM$119.8M
Discretionary$48.1M
Non-Disc.$71.6M
Employees4
Clients26
DateAug 2012
Total AUM$81.5M
Discretionary$39.2M
Non-Disc.$42.3M
Employees1
Clients26
DateMay 2012
Total AUM$81.5M
Discretionary$39.2M
Non-Disc.$42.3M
Employees1
Clients26
DateMar 2012
Total AUM$81.5M
Discretionary$39.2M
Non-Disc.$42.3M
Employees1
Clients26
DateAug 2011
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$30.8M
Discretionary$30.8M
Non-Disc.$0
Employees5
Clients--