Sage Financial Advisors Inc.
Sage Financial Advisors Inc. (CRD# 107607) is a financial advisory firm headquartered in Reno, NV. They manage $207,093,657 in 527 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management207MILLION
Total Number of Accounts527ACCOUNTS
Average Account Value$392,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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 17 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 30 years of experience in the finance industry.