Asage Financial LLC

Asage Financial LLC (CRD# 140805) is a financial advisory firm headquartered in Lafayette, CA. They manage $29,102,296 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $692,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Asage Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
John G. Callagy
CRD#: 5154517
954 Risa Road, Suite B, Lafayette, CA 94549
93
Wealthminder
score

John Callagy (CRD# 5154517) is an Investment Advisor Representative working at Asage Financial LLC in Lafayette, CA and has over 11 years of experience in the finance industry.

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