Sage Advisors LLC

Sage Advisors LLC (CRD# 314476) is a financial advisory firm headquartered in , . They manage $147,676,822 in 397 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $371,982
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IN, NH, TX, WY

Financial Advisors at Sage Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Garrett Baker, financial advisor Gillette WY
Garrett D. Baker
CRD#: 7669248
Gillette, WY

Garrett Baker (CRD# 7669248) is an Investment Advisor Representative working at Sage Advisors LLC in Gillette, WY and has 1 year of experience in the finance industry.

2
John Surenkamp, financial advisor Boulder CO
John Surenkamp
CRD#: 7370847
Boulder, CO

John Surenkamp (CRD# 7370847) is an Investment Advisor Representative working at Sage Advisors LLC in Boulder, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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