1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAGE TREE WEALTH

Map pinFAIRPORT, NY
Phone5855002579
NotebookSEC #801-114389
Total AUM
$32.6M
Employees
2
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EAST CHURCH STREET
FAIRPORT
NY 14450
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
5855002579

ReceiptFinancials

Total AUM
$32.6M
Accounts
210
Discretionary
$30.3M
Accounts
198
Non-Discretionary
$2.3M
Accounts
12

ContactClients

View more in analytics →

Individual Clients
190
AUM
$22.2M
HNW Individual Clients
8
AUM
$8.1M
Other Clients
12
AUM
$2.3M
Description of Other Clients
401K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account