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).

Current Firm Details
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
http://www.sagefinancial.com
By the Numbers
  • Total Assets Under Management
    3,213
    MILLION
  • Total Number of Accounts
    3,917
    ACCOUNTS
  • Average Account Value
    $820,394
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sage Financial Group Inc.
Showing 21 - 22 of 22 top financial advisors.
21
Kevin Megargel, financial advisor West Conshohocken PA
Kevin W. Megargel
CRD#: 4993035
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

Kevin Megargel (CRD# 4993035) 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.

22
Daphne Richards, financial advisor West Conshohocken PA
Daphne A. Richards
CRD#: 6677844
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

Daphne Richards (CRD# 6677844) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 5 years of experience in the finance industry.

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