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SAGE HILL CAPITAL

333 S. Main St.
Suite 200
Ann Arbor, Michigan 48104
Tel: 888-988-5623

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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 StatusApproved
Firm CRD#155016
SEC#801-71852
Assets Managed by Firm$153,079,197
No. of Clients291
No. of Advisors2

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 ClientsAUM
Firm Total291$153,079,197
Individuals (other than high net worth individuals)43$16,878,807
High net worth individuals31$135,849,302
Corporations or other businesses1$351,088

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