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SAGE ADVISORY SERVICES LTD CO
AUSTIN, TX
512-327-5530
SEC #801-52937Total AUM
$28.4B
Employees
58Clients
14,363Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5900 SOUTHWEST PARKWAY
BUILDING 1, SUITE 100
AUSTIN
TX 78735-6202
United States
BUILDING 1, SUITE 100
AUSTIN
TX 78735-6202
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
512-327-5530
Financials
Total AUM
$28.4B
Accounts
14,363Discretionary
$28.3B
Accounts
14,355Non-Discretionary
$142.3M
Accounts
8
Clients
Individual Clients
11,158AUM
$3.3B
HNW Individual Clients
1,283AUM
$4.3B
Investment Company Clients
2AUM
$178.7M
Pooled Vehicle Clients
7AUM
$157.3M
Pension/Profit Sharing Plan Clients
238AUM
$7.3B
Charitable Organization Clients
299AUM
$3.9B
Government Entity Clients
51AUM
$1.7B
Insurance Company Clients
106AUM
$2.8B
Corporation or Business Clients
1,219AUM
$4.7B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
MODEL PROVISION STRATEGIES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.