SAGE FINANCIAL ADVISORS INC. - Financial Advisor in Arizona, Scottsdale

Tel: 480-305-8060 8980 E. Raintree Drive Suite 120 Scottsdale, Arizona 85260

About SAGE FINANCIAL ADVISORS INC.

SAGE FINANCIAL ADVISORS INC. is a Scottsdale, Arizona based financial advisory firm with nearly $190,169,664 in assets under management and provides investment advisory services for 317 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

116933

Firm SEC#:

801-60717

Assets Under Management:

$190,169,664

No. of Clients:

317

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Education seminars/workshops, Other (TAX PREPARATION, PLANNING, AND COMPLIANCE)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES)

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