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).

By the Numbers
  • Total Assets Under Management
    15,323
    MILLION
  • Total Number of Accounts
    4,888
    ACCOUNTS
  • Average Account Value
    $3,134,792
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
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 21 - 30 of 34 top financial advisors.
21
Zachary T. Sooter
CRD#: 5662539
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

22
Amy C. Swearingen
CRD#: 733206
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

23
Jeffery S. Timlin
CRD#: 2958865
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

24
Lily Tu
CRD#: 4997611
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

25
Wade T. Uloth
CRD#: 4354946
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

26
Thomas H. Urano
CRD#: 2758802
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

27
Michael D. Walton
CRD#: 2805516
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

28
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 27 years of experience in the finance industry.

29
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.

30
Nicholas Barnard
CRD#: 7166980
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

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.

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