Overview
Assets Under Management: $190 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 79
Average Client Assets: $3 million
Frequently Asked Questions
SAGE FINANCIAL ADVISORS INC. 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 #116933), SAGE FINANCIAL ADVISORS INC. is subject to fiduciary duty under federal law.
SAGE FINANCIAL ADVISORS INC. is headquartered in SCOTTSDALE, AZ.
SAGE FINANCIAL ADVISORS INC. serves 79 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, SAGE FINANCIAL ADVISORS INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
SAGE FINANCIAL ADVISORS INC. manages $190 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, SAGE FINANCIAL ADVISORS INC. 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: 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