Sage Hill Capital

Sage Hill Capital (CRD# 155016) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $153,079,197 in 291 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

333 S. Main St., Suite 200, Ann Arbor, MI 48104

http://www.sagehillcapital.com

By the Numbers

Total Assets Under Management

153

MILLION
Total Number of Accounts

291

ACCOUNTS
Average Account Value

$526,045

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Sage Hill Capital

Showing 1 - 2 of 2 top financial advisors.

Frederick C. Fragner

CRD#: 5544399

333 S. Main St., Suite 200, Ann Arbor, MI 48104

Frederick Fragner (CRD# 5544399) is an Investment Advisor Representative working at Sage Hill Capital in Ann Arbor, MI and has over 13 years of experience in the finance industry.

David L. Roberts

CRD#: 4678268

333 S. Main St., Suite 200, Ann Arbor, MI 48104

David Roberts (CRD# 4678268) is an Investment Advisor Representative working at Sage Hill Capital in Ann Arbor, MI and has over 19 years 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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