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
Jason Mardinly (CRD# 5855687) 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. Jason Mardinly 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.
Gregg Ridge (CRD# 2705047) 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. Gregg Ridge 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.
John Sion (CRD# 4569836) 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. John Sion 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.
Lucile Steitz (CRD# 2823841) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 25 years of experience in the finance industry. Lucile Steitz 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.
Ross Cohn (CRD# 7277229) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has 1 year of experience in the finance industry.
Joseph Gallagher (CRD# 6231649) 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.
Benjamin Kogan (CRD# 7459688) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has 1 year of experience in the finance industry. Benjamin Kogan 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.
Daphne Kotridis (CRD# 6677844) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 3 years of experience in the finance industry.