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).

Current Firm Details
945 East Paces Ferry Road Ne, Suite 2660, Atlanta, GA 30326
https://www.linkedin.com/company/sage-mountain-advisors/
By the Numbers
  • Total Assets Under Management
    2,190
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $14,698,558
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

CA, FL, GA, LA, NY, TN, TX, WY

Financial Advisors at Sage Mountain Advisors, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Alyzain Lakdawala, financial advisor Atlanta GA
Alyzain M. Lakdawala
CRD#: 6961215
945 East Paces Ferry Road Ne, Suite 2660, Atlanta, GA 30326

Alyzain Lakdawala (CRD# 6961215) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

12
Ryan Sheffield, financial advisor Atlanta GA
Ryan C. Sheffield
CRD#: 7349330
945 East Paces Ferry Road Ne, Suite 2660, Atlanta, GA 30326

Ryan Sheffield (CRD# 7349330) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

13
William Tuggle, financial advisor Atlanta GA
William T. Tuggle
CRD#: 5375036
945 East Paces Ferry Road Ne, Suite 2660, Atlanta, GA 30326

William Tuggle (CRD# 5375036) is an Investment Advisor Representative working at Sage Mountain Advisors, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

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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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