Dakota
Dakota
Book a Demo
Talk to an Expert

Sabre Asset Management LLC

EST. AUM
$127,339,006

CONTACTS

CLIENT ACCOUNTS
376

Firm Details

Metro area Cleveland
CRD Number 288889
Website sabreasset.com
Client types

Overview

Sabre Asset Management LLC is an independent registered investment adviser and wealth management firm based in Pepper Pike, Ohio. Founded in 2017 by Michael J. Whalen, the firm provides discretionary investment management to individuals, high-net-worth individuals, trusts, retirement accounts and organizations. Sabre constructs customized portfolios according to each client's objectives, risk tolerance, investment horizon and restrictions. Its investment approach emphasizes fundamental analysis and long-term investing across equities, mutual funds, ETFs, closed-end funds and fixed-income securities. The firm manages approximately $127.34 million across 376 accounts and operates as a fiduciary. Charles Schwab serves as the principal custodian for client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy