Philip
Spencer
Saratoga Research & Investment Management
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About this Advisor
Philip Spencer is a financial advisor based in Saratoga, California, working with Saratoga Research & Investment Management. Philip has previously held a position at Saratoga Research & Investment Management. Philip has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Philip is part of Saratoga Research & Investment Management, which operates out of Saratoga, California. The firm has 5 offices and 23 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Saratoga Research & Investment Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saratoga Research & Investment Management Brokerage Details
$2,740,178,823
23
3,207
$854,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
Philip Spencer Work History
Saratoga Research & Investment Management
Disclosures
Please visit the SEC profile of Philip Spencer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Saratoga Research & Investment Management
Ponte Vedra, FL
Saratoga, CA
Saratoga, CA
Saratoga, CA
Saratoga, CA
Saratoga, CA
Saratoga, CA
Saratoga, CA
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