Sage Private Wealth Group LLC

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Assets, Funds, Holdings

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Sage Private Wealth Group LLC
CRD #173399
SEC #801-119804
CIK #0001845635
AUM $364.4 MM (2024-06-05)
Employees 13 (100% Investors, 0% Brokers)
Phone630-933-0000
Address18W140 Butterfield Road, Suite 1160
Oakbrook Terrace, IL 60181
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
4003202401608002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 284 107.6
(b) Individuals (high net worth individuals) 101 254.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.1
(n) Other 0 0.0
Total 1,146 364.4
By Discretionary
Discretionary 976 345.7
Non-Discretionary 170 18.8
Total 1,146 364.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 364.4
Total 1,146 364.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001845635]
Comparable Firms State AUM ($BB)
Graney & King LLC
NY 0.4
Financial Gravity Family Office Services LLC
TX 0.4
Permanent Capital Management LP
IL 0.4
Grunden Financial Advisory Inc
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
UT 0.4
Alliance Wealth Management Group LLC
NJ 0.4
Aurora Private Wealth Inc
NJ 0.4
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