SAGE CANYON ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2006
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 a limited liability company that has been SEC-registered since 2006. The firm is owned by an individual and is recorded as an unclassified adviser in the data set. The profile contains limited public detail on client types, fee schedules, or specific advisory services. Regulatory flags in the record indicate it is not a multi-state adviser, not newly formed, and is not listed as a related adviser.

Assets & Accounts

Investments & Alternatives

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

    Co-Founder & Managing DirectorCRD 5097236

  • CHRISTOPHER BLISARD

    FounderCRD 5097785

  • 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