Sage Advisory Services CO

Trust Score 98%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Sage Advisory Services CO, federally registered in 1996, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 38 advisors. Sage Advisory Services CO manages $11.1 billion and provides investment advisory services for 2,407 clients (1:64 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $4,603,997
Hybrid Advisor No
Disciplinary History No
Total AUM $11.1 billion
Advisor / Client Ratio 1:64
Headquarters Austin, TX
SEC Filings Forms and Brochures    (CRD # 106236)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI

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