Sage Advisors, LLC

Sage Advisors, LLC (CRD# 301328) is a financial advisory firm headquartered in Edmonds, WA. They manage $427,047,866 in 643 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
115 2nd Avenue North, Suite 200, Edmonds, WA 98020
http://www.sageadvisorsllc.com
By the Numbers
  • Total Assets Under Management
    427
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $664,149
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NC, NY, OR, TX, WA

Financial Advisors at Sage Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jordan Cole, financial advisor Edmonds WA
Jordan D. Cole
CRD#: 5965525
115 2nd Avenue North, Suite 200, Edmonds, WA 98020

Jordan Cole (CRD# 5965525) is an Investment Advisor Representative working at Sage Advisors, LLC in Edmonds, WA and has over 12 years of experience in the finance industry.

2
Russell Cole, financial advisor Edmonds WA
Russell D. Cole
CRD#: 1531728
115 2nd Avenue North, Suite 200, Edmonds, WA 98020

Russell Cole (CRD# 1531728) is an Investment Advisor Representative working at Sage Advisors, LLC in Edmonds, WA and has over 37 years of experience in the finance industry.

3
Michaela Griggs, financial advisor Edmonds WA
Michaela L. Griggs
CRD#: 6529088
115 2nd Avenue North, Suite 200, Edmonds, WA 98020

Michaela Griggs (CRD# 6529088) is an Investment Advisor Representative working at Sage Advisors, LLC in Edmonds, WA and has over 8 years of experience in the finance industry.

4
Michael Bell, financial advisor Edmonds WA
Michael R. Bell
CRD#: 6373885
115 2nd Avenue North, Suite 200, Edmonds, WA 98020

Michael Bell (CRD# 6373885) is an Investment Advisor Representative working at Sage Advisors, LLC in Edmonds, WA and has over 7 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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