PACIFIC SAGE PARTNERS, LLC
Firm details
- Headquarters
- EDMONDS, Washington
- CRD number
- 315663
- Registered since
- December 8, 2021
- Website
- pacificsagepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.74%
- Individuals19.2%
- Corporations / Businesses2.83%
- Charitable Organizations1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pacific Sage Partners, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, offers pension consulting services, and acts in the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- US Government Bonds16%
- Public Funds/Mutual Funds16%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MARK ANDERSON
Founder and CEOCRD 2345544
Contacts
3 of 3WILLIAM CANTUS
PresidentCRD 1335183
JAMES MCBARRON
Financial Service AdvisorCRD 7349195
COLIN GRAY
Financial AdvisorCRD 5927061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$524M in ETFs
64%
$333M
33%
$191M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR) | Schwab | Passive | Intermediate Government | $86.7M | 3,480,010 | 16.54% |
Location
EDMONDS, WA
SNOHOMISH
Location
EDMONDS, WA
Headquartered in EDMONDS, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- SNOHOMISH
- Address
- 505 5th Ave S
- Time zone
- PT (UTC-8)
- Office locations
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