Assets Under Management
$25.0M
Number of Clients
56
Number of Advisors
1
Average Client AUM
$447K
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Saga Partners offers tailored investment management services, primarily focused on long-term capital growth through a concentrated portfolio of individual stocks. They assess security value through fundamental analysis and consider client suitability when constructing portfolios. The firm does not provide custodial services.
OH, United States