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Building 2SAGACE WEALTH MANAGEMENT

Map pinST. PETERSBURG, FL
Phone(727) 493-9700
NotebookSEC #801-130248
Total AUM
$162.7M
Employees
7
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
877 EXECUTIVE CENTER DRIVE WEST
SUITE 100
ST. PETERSBURG
FL 33702
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
(727) 493-9700

ReceiptFinancials

Total AUM
$162.7M
Accounts
263
Discretionary
$162.7M
Accounts
263
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$14.2M
HNW Individual Clients
47
AUM
$146.1M
Charitable Organization Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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