Philip J. Sagan Financial Consulting, Inc.
Philip J. Sagan Financial Consulting, Inc. (CRD# 130358) is a financial advisory firm headquartered in Newton Center, MA. They manage $750,474 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Philip J. Sagan Financial Consulting, Inc.
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$750,474
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Philip J. Sagan Financial Consulting, Inc.
1
Philip Sagan (CRD# 4752693) is an Investment Advisor Representative working at Philip J. Sagan Financial Consulting, Inc. in Lexington, MA and has 1 year of experience in the finance industry.
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