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 public records as unclassified, which suggests it does not fit a standard adviser subtype in the dataset. The profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The FINTRX snapshot does not list the firm's client segments, fee schedule, or detailed advisory activities, so there is limited visibility into its target client profile or business model 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
Similar firms
Weild & Co
Broker-DealerBoulder, CO
Integris Securities, LLC
Broker-DealerGreenwood Village, CO
World Capital Brokerage, Inc.
Broker-DealerDenver, CO
Clearcreek Securities, LLC
Broker-DealerDenver, CO
Presidio Merchant Partners LLC
Broker-DealerDenver, CO
Gill Capital Partners
Broker-DealerDenver, CO