Sage Financial, LLC

Sage Financial, LLC (CRD# 135510) is a financial advisory firm headquartered in Fishers, NY. They manage $24,552,697 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 426, Fishers, NY 14453
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,067,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Sage Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chauncy Young, financial advisor Fishers NY
Chauncy C. Young
CRD#: 4974618
Fishers, NY

Chauncy Young (CRD# 4974618) is an Investment Advisor Representative working at Sage Financial, LLC in Fishers, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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