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, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its billing includes asset-based fees as well as hourly and fixed-fee arrangements. The firm is not positioned as an ESG investor and does not operate across multiple states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Mark Anderson
Founder and CEOCRD 2345544
Contacts
3 of 3
William 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 44Active vs passive
$591M in ETFs
63%
$374M
34%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR) | Schwab | Passive | Intermediate Government | $94.6M | 3,835,408 | 15.99% |
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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