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Building 2SAGE CAPITAL ADVISORS, LLC

Map pinSIOUX FALLS, SD
Phone844-279-7243
NotebookSEC #801-64637
Total AUM
$629.8M
Employees
8
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 S. PHILLIPS AVENUE, SUITE 260
SIOUX FALLS
SD 57104
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
844-279-7243
Other Offices
2

ReceiptFinancials

Total AUM
$629.8M
Accounts
522
Discretionary
$557.4M
Accounts
519
Non-Discretionary
$72.4M
Accounts
3

ContactClients

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Individual Clients
137
AUM
$32.8M
HNW Individual Clients
84
AUM
$188.6M
Pension/Profit Sharing Plan Clients
3
AUM
$72.4M
Charitable Organization Clients
1
AUM
$905.1K
Corporation or Business Clients
12
AUM
$335.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALAMDMNNENHSDTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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