Saga Financial Management
Saga Financial Management (CRD# 158732) is a financial advisory firm headquartered in , . They manage $81,000,000 in 243 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Saga Financial Management
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$333,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
TX
Financial Advisors at Saga Financial Management
1
Charles Sawtelle (CRD# 4414699) is an Investment Advisor Representative working at Saga Financial Management in Austin, TX and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.