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 31 - 36 of 36 top financial advisors.
31
Robert D. Williams
CRD#: 2729509
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Robert Williams (CRD# 2729509) 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.

32
Brett Adelglass
CRD#: 7465308
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Brett Adelglass (CRD# 7465308) 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.

33
David Luria
CRD#: 7142040
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

David Luria (CRD# 7142040) 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.

34
Andrew S. Poreda
CRD#: 7165450
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Andrew Poreda (CRD# 7165450) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 2 years of experience in the finance industry.

35
Sara Rodriguez
CRD#: 7331749
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Sara Rodriguez (CRD# 7331749) 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.

36
Courtney L. Walker
CRD#: 6484857
Riverview, FL

Courtney Walker (CRD# 6484857) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Riverview, FL and has over 5 years of experience in the finance industry.

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