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Building 2SAGEWELL INVESTMENT ADVISORS, LLC

Map pinCAMBRIDGE, MA
Phone617-397-3764
NotebookSEC #801-126656
Total AUM
$224K
Employees
10
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
955 MASSACHUSETTS AVE
#220
CAMBRIDGE
MA 02139
United States
Operating Hours
9:00 AM - 5:00 PM ET
Monday - Friday
Phone
617-397-3764

ReceiptFinancials

Total AUM
$224K
Accounts
26
Discretionary
$224K
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$224K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNC

HandshakeAffiliates

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

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