Sage Advisory Services Ltd Co

Sage Advisory Services Ltd Co (CRD# 106236) is a financial advisory firm headquartered in Austin, TX. They manage $9,409,930,684 in 1,676 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,410
    MILLION
  • Total Number of Accounts
    1,676
    ACCOUNTS
  • Average Account Value
    $5,614,517
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, VT, WA, WI, WV

Financial Advisors at Sage Advisory Services Ltd Co
Showing 1 - 10 of 38 top financial advisors.
1
Anthony J. Parish
CRD#: 4679708
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
96
Wealthminder
score

Anthony Parish (CRD# 4679708) 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.

2
Douglas A. Benning
CRD#: 5439292
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Douglas Benning (CRD# 5439292) 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.

3
Zachary Q. Chavis
CRD#: 5155176
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Zachary Chavis (CRD# 5155176) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 10 years of experience in the finance industry.

4
Arthur L. Cherches
CRD#: 4713684
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Arthur Cherches (CRD# 4713684) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 11 years of experience in the finance industry.

5
Andrew K. Demand
CRD#: 5289561
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Andrew Demand (CRD# 5289561) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 10 years of experience in the finance industry.

6
Deborah D. Draeger
CRD#: 4655497
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Deborah Draeger (CRD# 4655497) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 14 years of experience in the finance industry.

7
Meghan P. Elwell
CRD#: 5439364
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Meghan Elwell (CRD# 5439364) 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
Gregory J. Figaro
CRD#: 2480159
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Gregory Figaro (CRD# 2480159) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 23 years of experience in the finance industry.

9
Leonard D. Finley
CRD#: 4377292
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Leonard Finley (CRD# 4377292) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 11 years of experience in the finance industry.

10
Seth B. Henry
CRD#: 5289609
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
93
Wealthminder
score

Seth Henry (CRD# 5289609) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 10 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.