SAGE MOUNTAIN ADVISORS, LLC - Financial Advisor in Georgia, Atlanta

Tel: (404) 795-8361 945 East Paces Ferry Road Ne Suite 2660 Atlanta, Georgia 30326

About SAGE MOUNTAIN ADVISORS, LLC

SAGE MOUNTAIN ADVISORS, LLC is a Atlanta, Georgia based financial advisory firm with nearly $3,364,259,268 in assets under management and provides investment advisory services for 174 clients. There are currently 25 financial advisors at the firm.

General Information

Firm CRD#:

298593

Firm SEC#:

801-114002

Assets Under Management:

$3,364,259,268

No. of Clients:

174

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (MINIMUM FEES AND REPORTING FEES)

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