Ssaris Advisors LLC is a large advisory firm based in Wilton. It manages $324.68 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
Ssaris Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and futures & options on futures including futures only managed accts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ssaris Advisors LLC is $324.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ssaris Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Paul Covino has been acting as President since 1 Jan 2014. Michael Vincent Leventakos joined the executive team most recently as the Controller.
The principal office where Ssaris Advisors LLC performs its advisory services is located at 187 Danbury Road, Wilton, CT 06897 4079, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-328-7200 or by fax 203-328-7299. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at ssaris.com.