SAGE FINANCIAL GROUP INC.

Five Tower Bridge
300 Barr Harbor Drive, Suite 200
West Conshohocken, Pennsylvania 19428
Tel: 484-342-4400

About SAGE FINANCIAL GROUP INC.

SAGE FINANCIAL GROUP INC, formally registered with the SEC as SAGE FINANCIAL GROUP INC. The firm was established in 10/25/2002. They have over 2 offices throughout the country.

SAGE FINANCIAL GROUP INC. is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $3,213,483,087 assets under management, offering retirement planning & investment advisory services to 3917 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116574
SEC#	801-61553
Assets Managed by Firm	$3,213,483,087
No. of Clients	3917
No. of Advisors	27

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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	3917	$3,213,483,087
Individuals (other than high net worth individuals)	321	$128,987,907
High net worth individuals	666	$2,926,628,069
Pension and profit sharing plans	Fewer than 5 clients	$16,486,446
Charitable organizations	6	$45,164,991
Corporations or other businesses	Fewer than 5 clients	$1,556,052

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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