242 Nelson Ave
Suite 3
Saratoga Springs, New York 12866
Tel: 518 763-6338
SAGE HILL ADVISORY AND MANAGEMENT LLC, formally registered with the SEC as SAGE HILL ADVISORY AND MANAGEMENT LLC. The firm was established in 03/02/2009. They have over 1 offices throughout the country.
SAGE HILL ADVISORY AND MANAGEMENT LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $67,663,092 assets under management, offering retirement planning & investment advisory services to 101 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149365 |
SEC# | 801-69957 |
Assets Managed by Firm | $67,663,092 |
No. of Clients | 101 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 101 | $67,663,092 |
Individuals (other than high net worth individuals) | 13 | $21,916,076 |
High net worth individuals | 5 | $45,747,016 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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