Sage Advisory Services Ltd Co
Sage Advisory Services Ltd Co (CRD# 106236) is a financial advisory firm headquartered in Austin, TX. They manage $22,693,997,435 in 8,128 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management22,694MILLION
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Total Number of Accounts8,128ACCOUNTS
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Average Account Value$2,792,076
- 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
Allison Hartman (CRD# 5757639) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 12 years of experience in the finance industry.
Seth Henry (CRD# 5289609) 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.
Kari Koehn (CRD# 5757120) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 8 years of experience in the finance industry.
Sean Krasan (CRD# 2434187) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 21 years of experience in the finance industry.
Brian Larson (CRD# 2621613) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in New York, NY and has over 28 years of experience in the finance industry.
Erica Mass (CRD# 5758041) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 12 years of experience in the finance industry.
Sean McShea (CRD# 4215396) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Holden, MA and has over 23 years of experience in the finance industry.
Robert Moser (CRD# 4286284) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Lone Tree, CO and has over 23 years of experience in the finance industry.
Komson Silapachai (CRD# 6697762) 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.
Robert Smith (CRD# 1276003) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 29 years of experience in the finance industry.