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
Saga Partners LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts60ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Saga Partners LLC
1
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.
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