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SAGE ADVISORS LLC
317-363-6204
SEC #801-124858Total AUM
$198.1M
Employees
4Clients
190Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
317-363-6204
Other Offices
2
Financials
Total AUM
$198.1M
Accounts
499Discretionary
$198.1M
Accounts
499Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
124AUM
$48.5M
HNW Individual Clients
58AUM
$138.5M
Pension/Profit Sharing Plan Clients
4AUM
$7.4M
Corporation or Business Clients
4AUM
$3.7M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLINKYNHTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.