Sage Mountain Advisors, LLC
Sage Mountain Advisors, LLC (CRD# 298593) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,190,085,084 in 149 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management2,190MILLION
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Total Number of Accounts149ACCOUNTS
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Average Account Value$14,698,558
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
CA, FL, GA, LA, NY, TN, TX, WY
John Allen (CRD# 5454936) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Anthony Cox (CRD# 5704030) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.
Scott Neu (CRD# 4262666) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
Christine Phelps (CRD# 5816309) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.
Deborah Wagner (CRD# 6004502) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.
John Darby (CRD# 7561522) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Edward Douthat (CRD# 5457659) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.
Anna Esoda (CRD# 7710976) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Jason Howard (CRD# 7729996) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Jeniah Jeffers (CRD# 7820714) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.