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Building 2SAGE FINANCIAL ADVISORS, LLC

Map pinRENO, NV
Phone775-324-7244
NotebookSEC #801-51183
Total AUM
$220.2M
Employees
3
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 COUNTRY ESTATES CIRCLE
SUITE 3
RENO
NV 89511
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
775-324-7244

ReceiptFinancials

Total AUM
$220.2M
Accounts
601
Discretionary
$216.3M
Accounts
589
Non-Discretionary
$3.9M
Accounts
12

ContactClients

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Individual Clients
105
AUM
$19.9M
HNW Individual Clients
120
AUM
$190.5M
Pension/Profit Sharing Plan Clients
3
AUM
$1.4M
Charitable Organization Clients
6
AUM
$5.2M
Corporation or Business Clients
7
AUM
$3.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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