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 has been registered with the SEC since 2006. The firm is individually owned and is classified in FINTRX as unclassified. Public records indicate it is not designated as a capital allocator, is not active on environmental, social, and governance (ESG) criteria, and does not operate as a multi-state adviser. FINTRX does not list the firm's stated business or advisory activities, and there is no detail about client segments or fee models in the available profile. Given the lack of descriptive material, there is limited public visibility into Sage Canyon’s investment approach, target client types, or service mix.
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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