Sage Southeastern Securities Inc

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Assets, Funds, Holdings

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Sage Southeastern Securities Inc
CRD #144051
SEC #801-71280
CIK #
AUM
Employees
Phone404-965-7286
Address1100 Abernathy Road, 500 Northpark
Atlanta, GA 30328
Source [IAPD]
Total AUM ($MM)
504030201002008201220162021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 253 45.0
By Discretionary
Discretionary 192 32.8
Non-Discretionary 61 12.2
Total 253 45.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 45.0
Total 253 45.0
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