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SAGE MOUNTAIN ADVISORS, LLC
ATLANTA, GA
(404) 795-8361
SEC #801-114002Total AUM
$4.3B
Employees
31Clients
193Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
945 EAST PACES FERRY ROAD NE
SUITE 2660
ATLANTA
GA 30326
United States
SUITE 2660
ATLANTA
GA 30326
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
(404) 795-8361
Financials
Total AUM
$4.3B
Accounts
193Discretionary
$4.3B
Accounts
187Non-Discretionary
$602K
Accounts
6
Clients
Individual Clients
25AUM
$5M
HNW Individual Clients
161AUM
$4B
Pooled Vehicle Clients
3AUM
$26.9M
Charitable Organization Clients
4AUM
$234.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM FEES AND REPORTING FEES
Compliance
Disclosures
None reported
State Registrations
CACOFLGALANCNENJNYOKPATNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.