Sage Canyon Advisors, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 139688
- Registered since
- August 15, 2006
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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