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Sage Private Wealth Group LLC
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CRD # | 173399 |
SEC # | 801-119804 |
CIK # | 0001845635 |
AUM | $364.4 MM (2024-06-05) |
Employees | 13 (100% Investors, 0% Brokers) |
Phone | 630-933-0000 |
Address | 18W140 Butterfield Road, Suite 1160 Oakbrook Terrace, IL 60181 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 284 | 107.6 |
(b) Individuals (high net worth individuals) | 101 | 254.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.8 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 1.1 |
(n) Other | 0 | 0.0 |
Total | 1,146 | 364.4 |
By Discretionary | ||
Discretionary | 976 | 345.7 |
Non-Discretionary | 170 | 18.8 |
Total | 1,146 | 364.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 364.4 | |
Total | 1,146 | 364.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001845635] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Graney & King LLC
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|
NY | 0.4 |
Financial Gravity Family Office Services LLC
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|
TX | 0.4 |
Permanent Capital Management LP
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|
IL | 0.4 |
Grunden Financial Advisory Inc
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|
TX | 0.4 |
Oliver Capital Management Inc
✚
|
WA | 0.4 |
Certior Financial Group LLC
✚
|
PA | 0.4 |
Physicians Financial Services Inc
✚
|
NC | 0.4 |
Strategic Advocates LLC
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|
UT | 0.4 |
Alliance Wealth Management Group LLC
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|
NJ | 0.4 |
Aurora Private Wealth Inc
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|
NJ | 0.4 |