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
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Saga Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Charles S. Sawtelle
CRD#: 4414699
Austin, TX

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.

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