122 S. Phillips Avenue, Suite 260
Sioux Falls, South Dakota 57104
Tel: 844-279-7243
SAGE CAPITAL ADVISORS, LLC, formally registered with the SEC as SAGE CAPITAL ADVISORS, LLC. The firm was established in 08/22/2005. They have over 4 offices throughout the country.
SAGE CAPITAL ADVISORS, LLC is a Sioux Falls, South Dakota based Financial Planning firm with nearly $581,485,645 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 136577 |
SEC# | 801-64637 |
Assets Managed by Firm | $581,485,645 |
No. of Clients | 504 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 504 | $581,485,645 |
Individuals (other than high net worth individuals) | 132 | $26,793,063 |
High net worth individuals | 84 | $179,935,400 |
Pension and profit sharing plans | 3 | $66,015,582 |
Charitable organizations | 1 | $725,159 |
Corporations or other businesses | 10 | $308,016,441 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$995,000,000 | 2385 | 7 | |
$921,859,137 | 2 | 6 | |
$786,613,953 | 802 | 8 | |
$631,940,945 | 467 | 7 | |
$306,200,760 | 98 | 3 |
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