Sar Services, Inc. (Rochester)


Sar Services, Inc. is an adviser based in Rochester. It manages $8.75 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.

Sar Services provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sar Services: assets under management

The assets under management (AUM) of Sar Services, Inc. is $8.75 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.65 million in discretionary accounts and $100 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $91.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sar Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rochester

The principal office where Sar Services, Inc. performs its advisory services is located at 208 Westfall Road, Rochester, NY 14620 4679, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-473-3750 or by fax 585-442-9516. The normal business hours are 8:00 am-5:00pm on Monday - Friday.

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