Overview
Assets Under Management: $482 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 137
Average Client Assets: $2 million
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