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Building 2SAGE PRIVATE WEALTH GROUP, LLC

Map pinOAKBROOK TERRACE, IL
Phone630-933-0000
NotebookSEC #801-119804
Total AUM
$440.8M
Employees
15
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18W140 BUTTERFIELD ROAD, SUITE 1160
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
630-933-0000
Other Offices
2

ReceiptFinancials

Total AUM
$440.8M
Accounts
480
Discretionary
$419.2M
Accounts
397
Non-Discretionary
$21.5M
Accounts
83

ContactClients

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Individual Clients
146
AUM
$28.3M
HNW Individual Clients
333
AUM
$399M
Business Development Company Clients
1
AUM
$11.4M
Other Clients
2
AUM
$2.1M
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINMDMIOHPAPRTXVAWI

HandshakeAffiliates

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

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