Be advised. This firm is no longer registered.

Sage Financial Design, Inc.

Sage Financial Design, Inc. (CRD# 127996) is a financial advisory firm headquartered in Simsbury, CT. They manage $96,000,000 in 357 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $268,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Sage Financial Design, Inc.
No Advisor Found.
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