Sage Financial Advisors Inc

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Assets, Funds, Holdings

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CAFR Data
Sage Financial Advisors Inc
CRD #116933
SEC #801-60717
CIK #
AUM $167.2 MM (100% Disc, 100% US, 2020-03-30)
Employees5 (80% Investors, 0% Brokers)
Phone480-305-8060
Address8980 E Raintree Drive
Scottsdale, AZ 85260
Source [IAPD]
Total AUM ($MM)
170136102683401999200620132021
Comparable Firms State AUM ($BB)
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PA 0.2
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FL 0.2
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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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