PACIFIC SAGE PARTNERS, LLC

505 5th Avenue South
Suite 104
Edmonds, Washington 98020
Tel: (206) 533-0500

About PACIFIC SAGE PARTNERS, LLC

PACIFIC SAGE PARTNERS, LLC, formally registered with the SEC as PACIFIC SAGE PARTNERS, LLC. The firm was established in 12/08/2021. They have over 1 offices throughout the country.

PACIFIC SAGE PARTNERS, LLC is a Edmonds, Washington based Financial Planning firm with nearly $857,768,310 assets under management, offering retirement planning & investment advisory services to 2369 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315663
SEC#	801-122834
Assets Managed by Firm	$857,768,310
No. of Clients	2369
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2369	$857,768,310
Individuals (other than high net worth individuals)	596	$185,998,824
High net worth individuals	204	$636,374,812
Charitable organizations	10	$8,349,836
Corporations or other businesses	23	$27,044,838

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