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Building 2SAGE TRADING COLLECTIVE

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Phone419-350-8981
NotebookSEC #801-135631
Total AUM
$505M
Employees
1
Clients
610

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
419-350-8981

ReceiptFinancials

Total AUM
$505M
Accounts
1,978
Discretionary
$505M
Accounts
1,978
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
610
AUM
$505M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMINCOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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