SAGE ROAD CAPITAL

2121 Sage Road
Suite 325
Houston, Texas 77056
Tel: 713-364-1400

About SAGE ROAD CAPITAL

SAGE ROAD CAPITAL, formally registered with the SEC as SAGE ROAD CAPITAL. The firm was established in 07/30/2018. They have over 1 offices throughout the country.

SAGE ROAD CAPITAL is a Houston, Texas based Financial Planning firm with nearly $182,527,714 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164952
SEC#	801-113736
Assets Managed by Firm	$182,527,714
No. of Clients	3
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$182,527,714

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