5900 Southwest Parkway
Building 1, Suite 100
Austin, Texas 78735-6202
Tel: 512-327-5530
SAGE ADVISORY SERVICES LTD CO, formally registered with the SEC as SAGE ADVISORY SERVICES LTD CO. The firm was established in 09/24/1996. They have over 1 offices throughout the country.
SAGE ADVISORY SERVICES LTD CO is a Austin, Texas based Financial Planning firm with nearly $15,322,865,201 assets under management, offering retirement planning & investment advisory services to 4888 clients. The firm is staffed with 53 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106236 |
SEC# | 801-52937 |
Assets Managed by Firm | $15,322,865,201 |
No. of Clients | 4888 |
No. of Advisors | 53 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4888 | $15,322,865,201 |
Individuals (other than high net worth individuals) | 3785 | $2,026,465,971 |
High net worth individuals | 179 | $679,267,737 |
Pension and profit sharing plans | 243 | $4,548,909,099 |
Charitable organizations | 211 | $2,055,666,823 |
Corporations or other businesses | 316 | $2,291,839,312 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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