Asage Financial LLC
Asage Financial LLC (CRD# 140805) is a financial advisory firm headquartered in Lafayette, CA. They manage $26,517,144 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts91ACCOUNTS
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Average Account Value$291,397
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Asage Financial LLC
1
John Callagy (CRD# 5154517) is an Investment Advisor Representative working at Asage Financial LLC in Lafayette, CA and has over 17 years of experience in the finance industry.
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