1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAGE HILL ADVISORY AND MANAGEMENT LLC

Map pinSARATOGA SPRINGS, NY
Phone518 763-6338
NotebookSEC #801-69957
Total AUM
$73.3M
Employees
3
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 RAILROAD PLACE
SUITE 201
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
518 763-6338

ReceiptFinancials

Total AUM
$73.3M
Accounts
79
Discretionary
$73.3M
Accounts
79
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2
AUM
$1.8M
HNW Individual Clients
15
AUM
$71.5M
Corporation or Business Clients
3
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account