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Building 2PACIFIC SAGE PARTNERS, LLC

Map pinEDMONDS, WA
Phone(206) 533-0500
NotebookSEC #801-122834
Total AUM
$986.3M
Employees
8
Clients
830

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 5TH AVENUE SOUTH
SUITE 104
EDMONDS
WA 98020
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(206) 533-0500

ReceiptFinancials

Total AUM
$986.3M
Accounts
2,482
Discretionary
$985.5M
Accounts
2,465
Non-Discretionary
$758.5K
Accounts
17

ContactClients

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Individual Clients
582
AUM
$189.3M
HNW Individual Clients
222
AUM
$756.8M
Charitable Organization Clients
7
AUM
$12.2M
Corporation or Business Clients
19
AUM
$27.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLAMTNHORTXWA

HandshakeAffiliates

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

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