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
Jason Mardinly (CRD# 5855687) 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.
Gregg Ridge (CRD# 2705047) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 28 years of experience in the finance industry.
John Sion (CRD# 4569836) 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.
Lucile Steitz (CRD# 2823841) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 27 years of experience in the finance industry.
Ross Cohn (CRD# 7277229) 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.
Joseph Gallagher (CRD# 6231649) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 9 years of experience in the finance industry.
Daniel Hochbaum (CRD# 6200697) 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 (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.
Ryan Kraus (CRD# 6107362) 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.
William Malloy (CRD# 6796623) 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.