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Building 2SAGE FINANCIAL GROUP INC.

Map pinWEST CONSHOHOCKEN, PA
Phone484-342-4400
NotebookSEC #801-61553
Total AUM
$4.3B
Employees
28
Clients
1,116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FIVE TOWER BRIDGE
300 BARR HARBOR DRIVE, SUITE 200
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
484-342-4400
Other Offices
2

ReceiptFinancials

Total AUM
$4.3B
Accounts
4,334
Discretionary
$3.9B
Accounts
4,041
Non-Discretionary
$386.3M
Accounts
293

ContactClients

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Individual Clients
386
AUM
$158.2M
HNW Individual Clients
715
AUM
$4B
Pooled Vehicle Clients
4
AUM
$87M
Pension/Profit Sharing Plan Clients
3
AUM
$22.2M
Charitable Organization Clients
7
AUM
$44.5M
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLILLAMAMDMINCNHNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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