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Building 2SAGA FINANCIAL MANAGEMENT

Map pin
Phone512-299-8031
NotebookSEC #801-135412
Total AUM
$107M
Employees
1
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT ONLY
Monday - Friday
Phone
512-299-8031

ReceiptFinancials

Total AUM
$107M
Accounts
247
Discretionary
$107M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$81M
HNW Individual Clients
10
AUM
$26M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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