SAR Services, Inc.

Overview

Sar Services, Inc. is a corporation focused on providing investment management and advisory services primarily to individuals and families. The firm emphasizes portfolio management for small businesses and individuals, as well as offering pension consulting services. While it does not engage in active ESG investing, it operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Sar Services, Inc. is not classified as a capital allocator and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices