Overview
Assets Under Management: $858 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 204
Average Client Assets: $3 million
Frequently Asked Questions
PACIFIC SAGE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315663), PACIFIC SAGE PARTNERS, LLC is subject to fiduciary duty under federal law.
PACIFIC SAGE PARTNERS, LLC is headquartered in EDMONDS, WA.
PACIFIC SAGE PARTNERS, LLC serves 204 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC SAGE PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PACIFIC SAGE PARTNERS, LLC manages $858 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, PACIFIC SAGE PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 204
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,369
Discretionary Accounts: 2,346
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 315663
Filing ID: 1944506
Last Filing Date: 2025-03-04 08:01:00
Website: https://pacificsagepartners.com