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SAGE ADVISORS, LLC
EDMONDS, WA
206-516-7991
SEC #801-115281Total AUM
$575.1M
Employees
11Clients
697Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
115 2ND AVENUE NORTH
SUITE 200
EDMONDS
WA 98020
United States
SUITE 200
EDMONDS
WA 98020
United States
Operating Hours
7:00 - 4:00 PST
Monday - Friday
Monday - Friday
Phone
206-516-7991
Other Offices
3
Financials
Total AUM
$575.1M
Accounts
690Discretionary
$535.9M
Accounts
681Non-Discretionary
$39.3M
Accounts
9
Clients
Individual Clients
525AUM
$143.3M
HNW Individual Clients
150AUM
$374.8M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
13AUM
$54.5M
Charitable Organization Clients
2AUM
$2.5M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
0
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDNCNYORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.