Saga Partners LLC

Saga Partners LLC (CRD# 156577) is a financial advisory firm headquartered in , . They manage $15,205,137 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://sagapartners.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $253,419
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Saga Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Frankenfield, financial advisor Rocky River OH
Joseph Y. Frankenfield
CRD#: 6450217
Rocky River, OH

Joseph Frankenfield (CRD# 6450217) is an Investment Advisor Representative working at Saga Partners LLC in Rocky River, OH and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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