SAGE HILL ADVISORY AND MANAGEMENT LLC

242 Nelson Ave
Suite 3
Saratoga Springs, New York 12866
Tel: 518 763-6338

About SAGE HILL ADVISORY AND MANAGEMENT LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

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