Saaga - Investment Advisers

About Saaga

Saaga, LLC is an investment adviser headquartered in Miami, Florida, and it has been operating since 2002. The firm reports regulatory assets under management of $717.47 million and employs six people. It appears among the investment advisers in Florida and in the US investment advisers directory. Saaga describes itself as a family enterprise advisory firm. Its work combines wealth management, corporate finance and organizational design, with the aim of supporting clients' decisions on governance and on how their investments are carried out. It also draws on behavioral science and treats emotional well-being as connected to financial well-being. Saaga states that it acts much like a dedicated family office for each client, so that each client is effectively its only client. The firm says its services are designed to give clients control over wealth spread across their family, businesses and relationships, so they can focus on other priorities. Note: the system prompt asks for 3 to 5 links, but only two link slots were provided, so the text includes both.

Key Facts

Assets Under Management

$717.47M

Employees

6

SEC File Number

801-128286