Sage Partners Securities, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
104381
Registered since
January 17, 2001

Firm profile

FINTRX

Overview

Sage Partners Securities, LLC is organized as an "other" legal formation and is classified as an investment bank. The firm has been SEC-registered since 2001 and is owned through a combination of a domestic entity and an individual. Public material for the firm does not describe advisory specialties, target client types, or ongoing advisory activities. The firm is not a capital allocator and does not identify as an active ESG investor. It is also not set up as a multi-state adviser, pension consultant, or 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

Owners & executives

1 of 1
  • Mark Vidergauz

    Mark Vidergauz

    CEO and Managing DirectorCRD 2694665

Contacts

3 of 9
  • Paul Altman

    Paul Altman

    Managing DirectorCRD 3068843

  • Frederick Schmitt

    Frederick Schmitt

    President & Managing DirectorCRD 3278744

  • Elizabeth Collins

    FinOpCRD 4714831

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth