SAGE ADVISORY SERVICES LTD CO

5900 Southwest Parkway
Building 1, Suite 100
Austin, Texas 78735-6202
Tel: 512-327-5530

About SAGE ADVISORY SERVICES LTD CO

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 $22,693,997,435 assets under management, offering retirement planning & investment advisory services to 8128 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106236
SEC#	801-52937
Assets Managed by Firm	$22,693,997,435
No. of Clients	8128
No. of Advisors	53

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (MODEL PROVISION STRATEGIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	8128	$22,693,997,435
Individuals (other than high net worth individuals)	6773	$3,437,816,591
High net worth individuals	239	$2,763,528,952
Pension and profit sharing plans	230	$5,652,062,071
Charitable organizations	268	$3,489,820,602
Corporations or other businesses	453	$3,161,942,314

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