SAGAMORE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- WOBURN, Massachusetts
- CRD number
- 156447
- Website
- sagamorewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sagamore Wealth Management, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm focuses on providing comprehensive financial planning services and portfolio management for individuals and small businesses. Sagamore Wealth Management is also involved in pension consulting and the selection of other advisers, catering primarily to individuals and families. The firm does not actively engage in ESG investing and does not operate as a multi-state adviser.
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 Equities60%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents10%
Contacts
1 of 1JOSEPH CASALE
Managing PrincipalCRD 4814539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOBURN, MA
MIDDLESEX
Location
WOBURN, MA
Headquartered in WOBURN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 400 Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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