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).

By the Numbers
  • Total Assets Under Management
    15,092
    MILLION
  • Total Number of Accounts
    3,850
    ACCOUNTS
  • Average Account Value
    $3,919,879
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 11 - 20 of 36 top financial advisors.
11
Emma L. Harper
CRD#: 6723524
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Emma Harper (CRD# 6723524) 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.

12
Allison C. Hartman
CRD#: 5757639
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Allison Hartman (CRD# 5757639) 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.

13
Seth B. Henry
CRD#: 5289609
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Seth Henry (CRD# 5289609) 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.

14
Kari A. Koehn
CRD#: 5757120
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Kari Koehn (CRD# 5757120) 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.

15
Sean C. Krasan
CRD#: 2434187
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Sean Krasan (CRD# 2434187) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 19 years of experience in the finance industry.

16
Brian C. Larson
CRD#: 2621613
New York, NY

Brian Larson (CRD# 2621613) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in New York, NY and has over 26 years of experience in the finance industry.

17
Erica G. Mass
CRD#: 5758041
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Erica Mass (CRD# 5758041) 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.

18
Sean F. McShea
CRD#: 4215396
Holden, MA

Sean McShea (CRD# 4215396) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Holden, MA and has over 21 years of experience in the finance industry.

19
Robert W. Moser
CRD#: 4286284
Lone Tree, CO

Robert Moser (CRD# 4286284) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Lone Tree, CO and has over 21 years of experience in the finance industry.

20
Ryan O'malley
CRD#: 6701148
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Ryan O'malley (CRD# 6701148) 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.

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