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| Keyboard |
| Sage Financial Management Group Inc
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|---|---|
| CRD # | 143562 |
| SEC # | 801-67703 |
| CIK # | 0001680259, 0001762086, 0000882119 |
| AUM | 423.2 M (2026-06-15) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 703-992-7650 |
| Address | 1320 Old Chain Bridge Road Mclean, VA 22101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 14.3 |
| (b) Individuals (high net worth individuals) | 115 | 408.9 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 475 | 423.2 |
| By Discretionary | ||
| Discretionary | 475 | 423.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 423.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.2 | |
| Total | 475 | 423.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000882119] | |
| D | [0001680259] | |
| 13F-HR | [0001762086] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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