Sage Investment Advisers LLC
Firm details
- Headquarters
- Wappingers Falls, New York
- CRD number
- 304559
- Registered since
- July 11, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.52%
- Individuals25.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sage Investment Advisers LLC is an independent registered investment adviser organized as an LLC and operating since its 2019 SEC registration. The firm serves individual and family clients and offers financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines percentage-of-AUM billing with hourly charges. Sage identifies itself as a capital allocator, deploying client capital into third‑party managers in addition to in‑house portfolio holdings. The firm does not market itself as an ESG investor and is structured as a single‑state adviser rather than a multi‑state or pension consultant practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds28%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
Contacts
3 of 3
Jerry Schuder
President, Investment AdvisorCRD 2573583
Joseph Guarneri
Senior Vice President, OperationsCRD 7151489
Charles Levinson
Senior Vice President, Wealth ManagementCRD 710843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$92.8M in ETFs
95%
$88.4M
0%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $21.3M | 30,994 | 22.94% |
Location
Wappingers Falls, NY
Dutchess
Location
Wappingers Falls, NY
Headquartered in Wappingers Falls, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Dutchess
- Address
- 1829 South Rd
- Time zone
- ET (UTC-5)
- Office locations
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