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).

Current Firm Details
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735
http://www.sageadvisory.com
By the Numbers
  • Total Assets Under Management
    22,694
    MILLION
  • Total Number of Accounts
    8,128
    ACCOUNTS
  • Average Account Value
    $2,792,076
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 31 - 34 of 34 top financial advisors.
31
Christina Ellis, financial advisor Austin TX
Christina R. Ellis
CRD#: 6429571
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Christina Ellis (CRD# 6429571) 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.

32
David Luria, financial advisor Austin TX
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.

33
Andrew Poreda, financial advisor Austin TX
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 4 years of experience in the finance industry.

34
Courtney Walker, financial advisor Austin TX
Courtney L. Walker
CRD#: 6484857
5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735

Courtney Walker (CRD# 6484857) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 7 years of experience in the finance industry.

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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.

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