SAGE MOUNTAIN ADVISORS, LLC

945 East Paces Ferry Road Ne
Suite 2660
Atlanta, Georgia 30326
Tel: (404) 795-8361

About SAGE MOUNTAIN ADVISORS, LLC

SAGE MOUNTAIN ADVISORS, LLC, formally registered with the SEC as SAGE MOUNTAIN ADVISORS, LLC. The firm was established in 09/18/2018. They have over 1 offices throughout the country.

SAGE MOUNTAIN ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $3,364,259,268 assets under management, offering retirement planning & investment advisory services to 174 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298593
SEC#	801-114002
Assets Managed by Firm	$3,364,259,268
No. of Clients	174
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees
Other (MINIMUM FEES AND REPORTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	174	$3,364,259,268
Individuals (other than high net worth individuals)	16	$2,831,587
High net worth individuals	156	$3,282,463,332
Charitable organizations	2	$47,662,055

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