Overview
Assets Under Management: $190 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 79
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 317
Discretionary Accounts: 317
Regulatory Filings
CRD Number: 116933
Last Filing Date: 2024-03-21 00:00:00
Website: https://sagefinancialaz.com