Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > saratoga springs > SAGE HILL ADVISORY AND MANAGEMENT LLC
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 |
More Retirement Planning firms in Saratoga Springs, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Saratoga Springs, New York