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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Financial Advisors Inc
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| CRD # | 116933 |
| SEC # | 801-60717 |
| CIK # | 0002032121 |
| AUM | $219.4 M (2025-03-20) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 480-305-8060 |
| Address | 8980 E Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Owl Rock Capital Corp | 31.8 | ||
| Ares Capital Corp | 23.2 | ||
| Lilly Eli & Co | 14.8 | ||
| Broadstone Net Lease Inc | 14.4 | ||
| Enterprise Products Partners L P | 5.9 | ||
| Amazon Com Inc | 5.9 | ||
| Apple Inc | 5.5 | ||
| FS KKR Capital Corp | 5.1 | ||
| Oneok Inc /New/ | 4.3 | ||
| Altria Group Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 9.2 |
| (b) Individuals (high net worth individuals) | 79 | 205.8 |
| (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 | 3.3 |
| (h) Charitable organizations | 0 | 1.2 |
| (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 | 332 | 219.4 |
| By Discretionary | ||
| Discretionary | 332 | 219.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 332 | 219.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.4 | |
| Total | 332 | 219.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002032121] |
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