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Sarasota Asset Management, Inc. (Winter Park)


Sarasota Asset Management, Inc. is a large advisory firm based in Winter Park. It manages $53.89 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Tennessee, and Texas.

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

Sarasota Asset Management: assets under management

The assets under management (AUM) of Sarasota Asset Management, Inc. is $53.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sarasota Asset Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Winter Park

The principal office where Sarasota Asset Management, Inc. performs its advisory services is located at 1270 Orange Avenue, Winter Park, FL 32789, 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 941-923-4909 or by fax 800-884-2141. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.sarasotaassetmanagement.com.


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