Sage Advisory Services Ltd Co

Sage Advisory Services Ltd Co (CRD# 106236) is a financial advisory firm headquartered in Austin, TX. They manage $12,823,047,755 in 3,078 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,823
    MILLION
  • Total Number of Accounts
    3,078
    ACCOUNTS
  • Average Account Value
    $4,166,032
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sage Advisory Services Ltd Co
Showing 1 - 10 of 38 top financial advisors.
1
Lily A. Atilano
CRD#: 7001769
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Lily Atilano (CRD# 7001769) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has 1 year of experience in the finance industry.

2
Douglas A. Benning
CRD#: 5439292
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Douglas Benning (CRD# 5439292) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 12 years of experience in the finance industry.

3
Thomas J. Bourg
CRD#: 4418575
Gilbonia, PA

Thomas Bourg (CRD# 4418575) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Gilbonia, PA and has over 19 years of experience in the finance industry.

4
Arthur L. Cherches
CRD#: 4713684
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Arthur Cherches (CRD# 4713684) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 13 years of experience in the finance industry.

5
Matthew L. Cleavenger
CRD#: 6435088
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Matthew Cleavenger (CRD# 6435088) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 5 years of experience in the finance industry.

6
Gregory H. Cobb
CRD#: 2665526
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Gregory Cobb (CRD# 2665526) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 25 years of experience in the finance industry.

7
Allison C. Corn
CRD#: 5757639
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Allison Corn (CRD# 5757639) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 9 years of experience in the finance industry.

8
Andrew K. Demand
CRD#: 5289561
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Andrew Demand (CRD# 5289561) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 13 years of experience in the finance industry.

9
Meghan P. Elwell
CRD#: 5439364
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Meghan Elwell (CRD# 5439364) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 12 years of experience in the finance industry.

10
Nicholas C. Erickson
CRD#: 5889235
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Nicholas Erickson (CRD# 5889235) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 9 years of experience in the finance industry.

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