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Building 2SAGE INVESTMENT ADVISERS LLC

Map pinWAPPINGERS FALLS, NY
Phone(845) 240-1551
NotebookSEC #801-116929
Total AUM
$268.4M
Employees
5
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1829 SOUTH ROAD
WAPPINGERS FALLS
NY 12590
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(845) 240-1551
Other Offices
1

ReceiptFinancials

Total AUM
$268.4M
Accounts
750
Discretionary
$268.4M
Accounts
750
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
232
AUM
$68.4M
HNW Individual Clients
75
AUM
$200M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNHNJNYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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