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Building 2SAGE WEALTH PLANNING

Map pinGEORGETOWN, TX
Phone(231) 221-2448
NotebookSEC #801-133767
Total AUM
$127M
Employees
3
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
116 W 8TH STREET
UNIT 207
GEORGETOWN
TX 78626
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(231) 221-2448
Other Offices
2

ReceiptFinancials

Total AUM
$127M
Accounts
415
Discretionary
$122.9M
Accounts
413
Non-Discretionary
$4.1M
Accounts
2

ContactClients

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Individual Clients
22
AUM
$3.9M
HNW Individual Clients
97
AUM
$118.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MIMONHTX

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

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