George
Wehrfritz
Saratoga Research & Investment Management
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About this Advisor
George Wehrfritz is a financial advisor based out of Salinas, California with a total of 14 years of industry experience. Wehrfritz works at Saratoga Research & Investment Management. Over the course of their career, Wehrfritz has held roles at Saratoga Research & Investment Management and Town Of Cathlamet. Wehrfritz maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in California. Saratoga Research & Investment Management is an advisory business based out of Saratoga, CA. The company has offices in five locations and a total of 23 advisors. It oversees $3 billion in assets under management between its 3,287 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 47 charities and foundations. Of its 3,287 client accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and other services. Fees for financial management vary depending on which services are offered. Fee types billed by Saratoga Research & Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saratoga Research & Investment Management Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,603,780,552
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
23
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3,287
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$792,145
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
George Wehrfritz Work History
George has been registered as a financial advisor for 14 years.*
Saratoga Research & Investment Management
Town Of Cathlamet
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Wehrfritz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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