Overview
Assets Under Management: $130 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.01
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 192
Discretionary Accounts: 192
Regulatory Filings
CRD Number: 116907
Last Filing Date: 2024-11-27 00:00:00
Website: https://sageinv.com