Overview
Assets Under Management: $225 million
Headquarters: WAPPINGERS FALLS, NY
High-Net-Worth Clients: 74
Average Client Assets: $2.1 million
Frequently Asked Questions
SAGE INVESTMENT ADVISERS 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 #304559), SAGE INVESTMENT ADVISERS LLC is subject to fiduciary duty under federal law.
SAGE INVESTMENT ADVISERS LLC is headquartered in WAPPINGERS FALLS, NY.
SAGE INVESTMENT ADVISERS LLC serves 74 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, SAGE INVESTMENT ADVISERS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SAGE INVESTMENT ADVISERS LLC manages $225 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, SAGE INVESTMENT ADVISERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.75%
Average Client Assets: $2.1 million
Total Client Accounts: 667
Discretionary Accounts: 667
Regulatory Filings
CRD Number: 304559
Filing ID: 2038479
Last Filing Date: 2026-01-12 11:12:13