Sagamore Wealth Management, LLC
Sagamore Wealth Management, LLC (CRD# 156447) is a financial advisory firm headquartered in Woburn, MA. They manage $23,500,000 in 160 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Sagamore Wealth Management, LLC
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts160ACCOUNTS
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Average Account Value$146,875
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH, TX
Financial Advisors at Sagamore Wealth Management, LLC
1
Joseph Casale (CRD# 4814539) is an Investment Advisor Representative working at Sagamore Wealth Management, LLC in Woburn, MA and has over 19 years of experience in the finance industry.
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