Sage Financial Advisors Inc.
Sage Financial Advisors Inc. (CRD# 107607) is a financial advisory firm headquartered in Reno, NV. They manage $109,892,333 in 497 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management110MILLION
Total Number of Accounts497ACCOUNTS
Average Account Value$221,111
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NV, OR, TX
Kirstin Griffin (CRD# 4803413) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Reno, NV and has over 13 years of experience in the finance industry.
Brian Loy (CRD# 1063816) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Reno, NV and has over 27 years of experience in the finance industry.