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| Sagewell Investment Advisors LLC
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|
|
|---|---|
| CRD # | 323174 |
| SEC # | 801-126656 |
| CIK # | |
| AUM | $0.2 MM (2023-01-31) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 617-397-3764 |
| Address | 955 Massachusetts Ave Cambridge, MA 02139 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 224.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 224.0 |
| By Discretionary | ||
| Discretionary | 26 | 224.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 224.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.0 | |
| Total | 26 | 224.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Choice Inc
✚
|
WA | 0.0 |
|
Anoroc Advisors LLC
✚
|
0.0 | |
|
Hemista Inc
✚
|
MA | 0.0 |
|
Rockettrader Inc
✚
|
TN | 0.0 |
|
Lloyd Tevis Investments LLC
✚
|
CA | 0.0 |
|
BBAE Advisors LLC
✚
|
TX | 0.0 |
|
Inversso LLC
✚
|
FL | 0.0 |
|
Resource Capital Management LLC
✚
|
NV | 0.0 |
|
Vestwealth Inc
✚
|
FL | 0.0 |
|
MRP Currency LLC
✚
|
GA | 0.0 |