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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Financial Management Group Inc
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|---|---|
| CRD # | 143562 |
| SEC # | 801-67703 |
| CIK # | 0000882119, 0001762086, 0001680259 |
| AUM | $358.5 M (2025-03-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 703-992-7650 |
| Address | 1320 Old Chain Bridge Road Mclean, VA 22101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 16.5 |
| (b) Individuals (high net worth individuals) | 102 | 342.0 |
| (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 | 534 | 358.5 |
| By Discretionary | ||
| Discretionary | 534 | 358.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 534 | 358.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.5 | |
| Total | 534 | 358.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000882119] | |
| D | [0001680259] | |
| 13F-HR | [0001762086] |
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|---|---|---|
|
Keener Financial Planning LLC
✚
|
TX | 0.4 |
|
Grove Street Fiduciary LLC
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NH | 0.4 |
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DEW Wealth Management LLC
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AZ | 0.4 |
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Sterling Financial Group Inc
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CA | 0.4 |
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Mountain Hill Investment Partners
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NJ | 0.4 |
|
Professional Financial Advisors Inc
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PA | 0.4 |
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Rossby Financial LLC
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|
FL | 0.4 |
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Union Square Investment Co
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CA | 0.4 |
|
Howard Wealth Management LLC
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|
0.4 | |
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Access Financial Resources Inc
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OK | 0.4 |