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Building 2SAGE FINANCIAL ADVISORS INC.

Map pinSCOTTSDALE, AZ
Phone480-305-8060
NotebookSEC #801-60717
Total AUM
$270.3M
Employees
7
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8980 E. RAINTREE DRIVE
SUITE 120
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
480-305-8060
Other Offices
1

ReceiptFinancials

Total AUM
$270.3M
Accounts
348
Discretionary
$270.3M
Accounts
348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$16.6M
HNW Individual Clients
79
AUM
$248.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION, PLANNING, AND COMPLIANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTX

HandshakeAffiliates

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

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