Overview
Assets Under Management: $157 million
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.14
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 244
Discretionary Accounts: 244
Regulatory Filings
CRD Number: 307212
Last Filing Date: 2025-02-03 00:00:00
Website: https://sagacewealth.com