Sage Advisory Services Ltd Co
Sage Advisory Services Ltd Co (CRD# 106236) is a financial advisory firm headquartered in Austin, TX. They manage $15,091,535,736 in 3,850 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management15,092MILLION
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Total Number of Accounts3,850ACCOUNTS
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Average Account Value$3,919,879
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
Lily Atilano (CRD# 7001769) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 3 years of experience in the finance industry.
Douglas Benning (CRD# 5439292) 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.
Thomas Bourg (CRD# 4418575) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Gilbonia, PA and has over 20 years of experience in the finance industry.
Arthur Cherches (CRD# 4713684) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 15 years of experience in the finance industry.
Matthew Cleavenger (CRD# 6435088) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 7 years of experience in the finance industry.
Gregory Cobb (CRD# 2665526) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 26 years of experience in the finance industry.
Andrew Demand (CRD# 5289561) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 15 years of experience in the finance industry.
Nicholas Erickson (CRD# 5889235) 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.
Gregory Figaro (CRD# 2480159) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 28 years of experience in the finance industry.
Leonard Finley (CRD# 4377292) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 16 years of experience in the finance industry.