Sage Financial, LLC
Sage Financial, LLC (CRD# 135510) is a financial advisory firm headquartered in Fishers, NY. They manage $24,552,697 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sage Financial, LLC
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$1,067,509
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
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Sage Financial, LLC
1
Chauncy Young (CRD# 4974618) is an Investment Advisor Representative working at Sage Financial, LLC in Fishers, NY and has 1 year of experience in the finance industry.
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