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).

Current Firm Details

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

http://www.sageadvisory.com

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

Registered Investment Advisor

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

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

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.

PREV ... 1 2 3 4

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals