SSarsi, LLC is a registered investment adviser. We offer investment and financial planning services to individuals- typically busy professionals, business owners, pre-retirees and retirees. Our clients usually have a complex situation and we simplify the complexity and build reliable plans. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and reporting.
We also provide consulting services across all asset classes including alternative investments to institutions and UHNW clients/family offices. Consulting services offered include: Manager Selection and due diligence, asset allocation, portfolio construction and risk management.
Company Details
- Employees
- 1
- Founded
- 2010
- Address
- 10 Grand Central,
- Phone
- +1-917-446-9601
- de****@****llc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sarsillc.com
- Keywords
- NEW YORK.
- HQ
- NEW YORK, NY
Sarsi, Llc Questions
Sarsi, Llc's helpline number is +1-917-446-9601
Sarsi, Llc's website is sarsillc.com
Sarsi, Llc's LinkedIn profile is https://www.linkedin.com/company/sarsi-llc
Sarsi, Llc has
1 employees.
View email and phone details for 1
employees at Sarsi, Llc.
Sarsi, Llc's industry is
Financial Services
Sarsi, Llc's top competitors are
Mill Hill Management,
Easy-Finance,
The Sjoberg Group,
Altfest Personal Wealth Management,
Empire Asset Management Company,
Wealth Habits,
Aspen Wealth Management Uk,
Financial Dynamics,
Bettermind Labs,
Earn Into Wealth.
Sarsi, Llc's support email address is deva@sarsillc.com
Sarsi, Llc's categories are Financial Services
Sarsi, Llc's founding year is 2010
