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SAGE HILL CAPITAL
333 S. Main St.
Suite 200
Ann Arbor, Michigan 48104
Tel: 888-988-5623
About SAGE HILL CAPITAL
SAGE HILL CAPITAL, formally registered with the SEC as SAGE HILL CAPITAL. The firm was established in 09/24/2010. They have over 1 offices throughout the country.
SAGE HILL CAPITAL is a Ann Arbor, Michigan based Financial Planning firm with nearly $153,079,197 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155016 |
| SEC# | 801-71852 |
| Assets Managed by Firm | $153,079,197 |
| No. of Clients | 291 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 291 | $153,079,197 |
| Individuals (other than high net worth individuals) | 43 | $16,878,807 |
| High net worth individuals | 31 | $135,849,302 |
| Corporations or other businesses | 1 | $351,088 |
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