SAGE INVESTMENT ADVISERS LLC

1829 South Road
Wappingers Falls, New York 12590
Tel: (845) 240-1551

About SAGE INVESTMENT ADVISERS LLC

SAGE INVESTMENT ADVISERS LLC, formally registered with the SEC as SAGE INVESTMENT ADVISERS LLC. The firm was established in 07/11/2019. They have over 1 offices throughout the country.

SAGE INVESTMENT ADVISERS LLC is a Wappingers Falls, New York based Financial Planning firm with nearly $190,489,645 assets under management, offering retirement planning & investment advisory services to 388 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304559
SEC#	801-116929
Assets Managed by Firm	$190,489,645
No. of Clients	388
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	388	$190,489,645
Individuals (other than high net worth individuals)	203	$82,489,645
High net worth individuals	36	$108,000,000

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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