Sage Private Wealth Group, LLC
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
FINTRXOverview
Sage Private Wealth Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional and business accounts, providing portfolio management for individuals, small businesses and institutions. Its advisory fees are charged as a percentage of assets under management. The firm reports an owner-type of "individual" and does not position itself as a capital allocator. Sage does not identify as an active ESG investor and is not registered as a multi-state adviser. Its stated industry affiliation includes accounting professionals, which can indicate a close relationship with tax and reporting expertise in client service delivery.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$251M in ETFs
70%
$175M
23%
$75.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF (AIRR) | Renaissance Capital | Passive | Industrials | $27.5M | 206,553 | 10.99% |
Location
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
- 18 W140 Butterfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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