Overview
Assets Under Management: $73 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 15
Average Client Assets: $4.8 million
Frequently Asked Questions
SAGE HILL ADVISORY AND MANAGEMENT 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 #149365), SAGE HILL ADVISORY AND MANAGEMENT LLC is subject to fiduciary duty under federal law.
SAGE HILL ADVISORY AND MANAGEMENT LLC is headquartered in SARATOGA SPRINGS, NY.
SAGE HILL ADVISORY AND MANAGEMENT LLC serves 15 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, SAGE HILL ADVISORY AND MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SAGE HILL ADVISORY AND MANAGEMENT LLC manages $73 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, SAGE HILL ADVISORY AND MANAGEMENT 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.56%
Average Client Assets: $4.8 million
Total Client Accounts: 79
Discretionary Accounts: 79
Regulatory Filings
CRD Number: 149365
Filing ID: 2072490
Last Filing Date: 2026-03-20 09:49:12