Sage Financial Group Inc.
Sage Financial Group Inc. (CRD# 116574) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $3,213,483,087 in 3,917 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management3,213MILLION
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Total Number of Accounts3,917ACCOUNTS
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Average Account Value$820,394
- 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, IL, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
Brandon Baker (CRD# 6475981) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 8 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 26 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 13 years of experience in the finance industry.
Ralph Cetrulo (CRD# 4057338) 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.
Alan Cohn (CRD# 1765469) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 36 years of experience in the finance industry.
Stephen Cohn (CRD# 1966975) 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.
Sean Dwyer (CRD# 4749853) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 20 years of experience in the finance industry.
Adam Greene (CRD# 5869169) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 6 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 12 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 17 years of experience in the finance industry.