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SAGE ADVISORY SERVICES LTD CO

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

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#106236
SEC#801-52937
Assets Managed by Firm$15,322,865,201
No. of Clients4888
No. of Advisors53

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total4888$15,322,865,201
Individuals (other than high net worth individuals)3785$2,026,465,971
High net worth individuals179$679,267,737
Pension and profit sharing plans243$4,548,909,099
Charitable organizations211$2,055,666,823
Corporations or other businesses316$2,291,839,312

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