Sage Financial Advisors Inc.
Sage Financial Advisors Inc. (CRD# 116933) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $190,169,664 in 317 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management190MILLION
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Total Number of Accounts317ACCOUNTS
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Average Account Value$599,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AZ, CA, OR, TX
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry.
Kelly Christensen (CRD# 2254214) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Andrew Holemon (CRD# 6485875) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Michael Christensen (CRD# 7828750) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.
William Christensen (CRD# 7836933) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.