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).

By the Numbers
  • Total Assets Under Management
    3,016
    MILLION
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $861,694
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, NC, NH, NJ, NY, OH, PA, TX, VA

Financial Advisors at Sage Financial Group Inc.
Showing 11 - 18 of 18 top financial advisors.
11
Jason Mardinly
CRD#: 5855687
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

12
Gregg A. Ridge
CRD#: 2705047
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

13
John J. Sion
CRD#: 4569836
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

14
Lucile A. Steitz
CRD#: 2823841
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

15
Ross Cohn
CRD#: 7277229
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

16
Joseph M. Gallagher
CRD#: 6231649
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

17
Benjamin R. Kogan
CRD#: 7459688
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

18
Daphne A. Kotridis
CRD#: 6677844
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

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.

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