Overview
Assets Under Management: $190 million
Headquarters: WAPPINGERS FALLS, NY
High-Net-Worth Clients: 74
Average Client Assets: $2 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 February 29, 2024. 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 $190 million in client assets according to their SEC filing dated February 29, 2024.
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 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