SAGE WEALTH ADVISORY
Firm details
- Headquarters
- ,
- CRD number
- 325286
- Website
- sagewealthadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.11%
- Individuals9.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sage Wealth Advisory is a privately held limited liability company that provides fee-based portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and appears to run discretionary portfolios for a relatively compact client base. It does not identify as an ESG investor, is not designated as a multi-state adviser, and is not described as a capital allocator or pension consultant in the available data.
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities25%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1JEFFREY SCHULTZ
Principal And Chief Compliance OfficerCRD 4738059
Contacts
1 of 1JOEL REIMERS
Investment Adviser RepresentativeCRD 1629406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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