Sage Financial Group Inc.
Sage Financial Group Inc. (CRD# 116574) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $3,015,929,198 in 3,500 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management3,016MILLION
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Total Number of Accounts3,500ACCOUNTS
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Average Account Value$861,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA
Brandon Baker (CRD# 6475981) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 7 years of experience in the finance industry.
Mitchell Bednoff (CRD# 3029642) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 24 years of experience in the finance industry.
Andrew Brown (CRD# 5145612) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 11 years of experience in the finance industry. Andrew Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ralph Cetrulo (CRD# 4057338) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 22 years of experience in the finance industry.
Alan Cohn (CRD# 1765469) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 34 years of experience in the finance industry. Alan Cohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Cohn (CRD# 1966975) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 32 years of experience in the finance industry.
Sean Dwyer (CRD# 4749853) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 18 years of experience in the finance industry. Sean Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Greene (CRD# 5869169) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 4 years of experience in the finance industry.
George Harris, Iii (CRD# 6040862) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 10 years of experience in the finance industry.
Jeffrey Karpel (CRD# 5195945) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 15 years of experience in the finance industry.