SAGE PRIVATE WEALTH GROUP, LLC

RIASEC RegisteredEst. 2020
Total AUM
$441M
Discretionary
$419M
95% of AUM
Avg account
$918K
Accounts
480
Employees
15
Advisory reps
12

Firm details

Headquarters
OAKBROOK TERRACE, Illinois
CRD number
173399
Registered since
November 16, 2020
Website
www.sageprivatewealth.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.52%
  • Individuals6.43%
  • Business Development Companies2.58%
  • Other0.48%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sage Private Wealth Group, LLC is an SEC-registered wealth advisory LLC that began registration in 2020 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, operating on a percentage-of-AUM fee model. Its core advisory activity is portfolio management for individuals/small businesses and for businesses or institutions. The firm is not identified as an active ESG investor and lists an accounting industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 15%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 3%, Other 3%, US Government Bonds 2%, State & Local Bonds 1%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds3%
  • Other3%

Owners & executives

3 of 3

  • KHALED TAHA

    CEO & Managing PartnerCRD 4481128

  • CHRISTY FABIAN

    Chief Compliance OfficerCRD 5872007

  • NOHA EL-SHAREIF

    Partner & Chief Strategy OfficerCRD 6275416

Contacts

3 of 9

  • CHRISTINA Castrejon

    SVP, Senior Wealth AdvisorCRD 4994177

  • Kristi Wano

    SVP, Senior Wealth AdvisorCRD 6003816

  • ROBERT BORCHARDT

    Investment Committee ChairCRD 2092107

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$221M in ETFs

Passive

70%

$154M

Active

23%

$67.2M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR)First TrustPassiveIndustrials$21.9M197,3559.89%
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Location

Primary office

OAKBROOK TERRACE, IL

DU PAGE

Location

OAKBROOK TERRACE, IL

Headquartered in OAKBROOK TERRACE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
18W140 Butterfield Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth