Sage Canyon Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Boulder, Colorado
CRD number
139688
Registered since
August 15, 2006

Firm profile

FINTRX

Overview

Sage Canyon Advisors, LLC is organized as a limited liability company and is indicated in the dataset as an individually owned advisory business. The firm’s classification is recorded as “Unclassified.” Available records flag that Sage Canyon does not serve as a capital allocator, does not identify as an ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The source material does not include descriptions of the firm’s client base, fee structure, specific business activities, or the advisory services it offers. That absence of disclosure limits the ability to describe investment style, target clients, or product packaging from the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Moniz

    Michael Moniz

    Co-Founder & Managing DirectorCRD 5097236

  • Christopher Blisard

    Christopher Blisard

    FounderCRD 5097785

  • Peter-christian Olivo

    Peter-christian Olivo

    ManagerCRD 5100655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
433 Canyonside Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth