SAGE ADVISORS, LLC

other names
  • SAGE ADVISORS, LLC
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Adviser Profile
As of Date 01/03/2025
Adviser Type - Large advisory firm
Number of Employees 10 -9%
of those in investment advisory functions 4
Registration SEC, Approved, 05/13/2019
AUM* 482,399,894 26%
of that, discretionary 450,041,791 31%
Private Fund GAV* 0
Avg Account Size 715,727 259%
% High Net Worth 20.33% 29%
SMA’s Yes
Private Funds 0
Contact Info 206 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

342M 293M 244M 195M 147M 98M 49M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees