Sage Financial Advisors Inc

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Sage Financial Advisors Inc ✚
CRD #	116933
SEC #	801-60717
CIK #
AUM	$167.2 MM (100% Disc, 100% US, 2020-03-30)
Employees	5 (80% Investors, 0% Brokers)
Phone	480-305-8060
Address	8980 E Raintree Drive Scottsdale, AZ 85260
Source	[IAPD]

Total AUM ($MM)

Comparable Firms	State	AUM ($BB)
Entrust Financial LLC ✚	PA	0.2
Sterling Financial Group Inc ✚	CA	0.2
Member Trust Company ✚	FL	0.2
Ashworth & Sullivan Wealth Management Group LLC ✚	GA	0.2
Tandemgrowth Financial Advisors LLC ✚	GA	0.2
Otto & Associates Inc ✚	NY	0.2
Schaeffer Financial LLC ✚	MD	0.2
Oneamerica Securities Inc ✚	IN	0.2
Mariaca Wealth Management LLC ✚	FL	0.2
Wealthcrest Financial Services LLC ✚	VA	0.2

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