Overview
Assets Under Management: $190 million
Headquarters: WAPPINGERS FALLS, NY
High-Net-Worth Clients: 74
Average Client Assets: $2 million
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 High-Net-Worth Client Assets: $2 million
Total Client Accounts: 388
Discretionary Accounts: 388
Regulatory Filings
CRD Number: 304559
Last Filing Date: 2024-02-29 00:00:00
Website: https://sageinvestmentadvisersllc.com