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| Sagebroadview Wealth Management LLC
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|
|---|---|
| CRD # | 126472 |
| SEC # | 801-100506 |
| CIK # | |
| AUM | $317.6 MM (2024-03-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 860-606-3580 |
| Address | 10 Waterside Drive Farmington, CT 06032-2837 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 13.4 |
| (b) Individuals (high net worth individuals) | 96 | 257.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 596 | 270.5 |
| By Discretionary | ||
| Discretionary | 596 | 270.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 596 | 270.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.5 | |
| Total | 596 | 270.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Longview Financial Advisors LLC
✚
|
CA | 0.3 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.3 |
|
Coordinated Financial Services Inc
✚
|
CO | 0.3 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.3 |
|
South Lakeview LLC
✚
|
CO | 0.3 |
|
Blue Water Wealth Inc
✚
|
OR | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.3 |
|
H L Ormond & Company LLC
✚
|
NC | 0.3 |
|
Navigoe LLC
✚
|
CA | 0.3 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.3 |