Overview
Assets Under Management: $296 million
High-Net-Worth Clients: 268
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.99
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 333
Discretionary Accounts: 327
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 108547
Last Filing Date: 2024-11-11 00:00:00
Website: https://sageny.com