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Home > Retirement Planners > washington > edmonds > SAGE ADVISORS, LLC
SAGE ADVISORS, LLC
115 2nd Avenue North
Suite 200
Edmonds, Washington 98020
Tel: 206-516-7991
About SAGE ADVISORS, LLC
SAGE ADVISORS, LLC, formally registered with the SEC as SAGE ADVISORS, LLC. The firm was established in 05/13/2019. They have over 4 offices throughout the country.
SAGE ADVISORS, LLC is a Edmonds, Washington based Financial Planning firm with nearly $482,399,894 assets under management, offering retirement planning & investment advisory services to 674 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301328 |
| SEC# | 801-115281 |
| Assets Managed by Firm | $482,399,894 |
| No. of Clients | 674 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 674 | $482,399,894 |
| Individuals (other than high net worth individuals) | 537 | $145,879,654 |
| High net worth individuals | 137 | $336,520,240 |
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|---|---|---|---|
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| $82,657,150,657 | 146 | 653 | |
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| $23,026,995,111 | 77 | 656 |
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