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Building 2SAGE INVESTMENT COUNSEL

Map pinFRANKLIN, TN
Phone615-591-1210
NotebookSEC #801-121406
Total AUM
$164.6M
Employees
4
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
142 5TH AVENUE NORTH
SUITE A
FRANKLIN
TN 37064
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
615-591-1210
Other Offices
1

ReceiptFinancials

Total AUM
$164.6M
Accounts
227
Discretionary
$164.6M
Accounts
227
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$10.8M
HNW Individual Clients
33
AUM
$153.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING & REPORTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NETNTX

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

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