SAGE PRIVATE WEALTH GROUP, LLC

18w140 Butterfield Road, Suite 1160
Oakbrook Terrace, Illinois 60181
Tel: 630-933-0000

About SAGE PRIVATE WEALTH GROUP, LLC

SAGE PRIVATE WEALTH GROUP, LLC, formally registered with the SEC as SAGE PRIVATE WEALTH GROUP, LLC. The firm was established in 11/16/2020. They have over 2 offices throughout the country.

SAGE PRIVATE WEALTH GROUP, LLC is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $364,442,106 assets under management, offering retirement planning & investment advisory services to 1146 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173399
SEC#	801-119804
Assets Managed by Firm	$364,442,106
No. of Clients	1146
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1146	$364,442,106
Individuals (other than high net worth individuals)	284	$107,577,031
High net worth individuals	101	$254,877,159
Pension and profit sharing plans	Fewer than 5 clients	$842,309
Corporations or other businesses	Fewer than 5 clients	$1,145,607

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