Sage 360 Advisors LLC
Sage 360 Advisors LLC (CRD# 143680) is a financial advisory firm headquartered in , . They manage $26,604,859 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sage 360 Advisors LLC
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts25ACCOUNTS
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Average Account Value$1,064,194
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, WY
Financial Advisors at Sage 360 Advisors LLC
1
Cristine Calkins (CRD# 4524209) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 19 years of experience in the finance industry.
2
Kathleen Peer (CRD# 1201001) is an Investment Advisor Representative working at Sage 360 Advisors LLC in Stuyvesant, NY and has over 40 years of experience in the finance industry.
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