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| Sage Financial Advisors Inc
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| |
|---|---|
| CRD # | 116933 |
| SEC # | 801-60717 |
| CIK # | 0002032121 |
| AUM | $190.2 MM (2024-03-21) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 480-305-8060 |
| Address | 8980 E Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OBDC | 29.6 | ||
| ARCC | 8,938.4 | 18.2 | |
| LLY | 301,789.7 | 16.9 | |
| BNL | 3,555.4 | 14.4 | |
| AAPL | 2,382,844.0 | 9.4 | |
| EPD | 54,009.8 | 5.3 | |
| AMZN | 1,092,997.8 | 4.3 | |
| OKE | 25,448.2 | 4.1 | |
| APAM | 2,505.2 | 3.9 | |
| NVDA | 399,550.0 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 8.3 |
| (b) Individuals (high net worth individuals) | 74 | 177.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 317 | 190.2 |
| By Discretionary | ||
| Discretionary | 317 | 190.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 317 | 190.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.2 | |
| Total | 317 | 190.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002032121] |
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