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

https://www.sage360advisors.com

By the Numbers

Total Assets Under Management

27

MILLION
Total Number of Accounts

25

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Cristine M. Calkins

CRD#: 4524209

Stuyvesant, NY

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.

Kathleen C. Peer

CRD#: 1201001

Stuyvesant, NY

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.

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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