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Suddenly noticed by big investors, Kevin Tanner's small RIA is bracing for billions of AUM

A retired retail client who serves on boards got Saratoga Research & Investment Management in the institutional door, and the assets are starting to pour in

Author Brooke Southall July 19, 2010 at 12:47 AM
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Kevin Tanner: We average $500,000 a day [of new assets], and the rate has been rising.

Kevin Tanner

Beacon Pointe

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Saratoga Research & Investment Management

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