Overview
Assets Under Management: $482 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 137
Average Client Assets: $2 million
Frequently Asked Questions
SAGE ADVISORS, 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 #301328), SAGE ADVISORS, LLC is subject to fiduciary duty under federal law.
SAGE ADVISORS, LLC is headquartered in EDMONDS, WA.
SAGE ADVISORS, LLC serves 137 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, SAGE ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
SAGE ADVISORS, LLC manages $482 million in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, SAGE ADVISORS, 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 674
Discretionary Accounts: 663
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 301328
Last Filing Date: 2025-01-03 00:00:00
Website: https://sageadvisorsllc.com