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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