Saber Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 336626
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.96%
- Individuals8.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Saber Asset Management is a very small, independent registered investment adviser that serves a handful of individual and family clients. The firm’s advisory remit centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, and it charges clients through a mix of percentage-of-assets and fixed fees. Its investment posture appears concentrated and equity-focused: filings show a strong preference for non-exchange-traded equities rather than broad public market ETFs or extensive cash allocations. Saber does not report activity as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Jackson Allen
Managing Member And Chief Compliance OfficerCRD 8090200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations