Sage Advisory Services Ltd Co
Sage Advisory Services Ltd Co (CRD# 106236) is a financial advisory firm headquartered in Austin, TX. They manage $15,322,865,201 in 4,888 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management15,323MILLION
-
Total Number of Accounts4,888ACCOUNTS
-
Average Account Value$3,134,792
- 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
Zachary Sooter (CRD# 5662539) 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.
Amy Swearingen (CRD# 733206) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 42 years of experience in the finance industry.
Jeffery Timlin (CRD# 2958865) 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.
Lily Tu (CRD# 4997611) 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.
Wade Uloth (CRD# 4354946) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 22 years of experience in the finance industry.
Thomas Urano (CRD# 2758802) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 20 years of experience in the finance industry.
Michael Walton (CRD# 2805516) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 27 years of experience in the finance industry.
Robert Williams (CRD# 2729509) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 27 years of experience in the finance industry.
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.
Nicholas Barnard (CRD# 7166980) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 4 years of experience in the finance industry.