SAGE ADVISORY SERVICES LTD CO is a Austin, Texas based financial advisory firm with nearly $15,322,865,201 in assets under management and provides investment advisory services for 4888 clients. There are currently 53 financial advisors at the firm.
General Information |
| Firm CRD#: | 106236 | |
| SEC#: | 801-52937 | |
| Assets under Management: | $15,322,865,201 | |
| No. of Clients: | 4888 | |
| No. of Advisors: | 53 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for pooled Investment, Portfolio Management for Business, Pension Consulting Services | |
| Fee Structure: | A Percentage of AUM, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| VALIC FINANCIAL ADVISORS, INC. | 42803 | 801-54952 | 359447 | 1880 | $23,162,172,814 |
| AVANTAX ADVISORY SERVICES | 104556 | 801-29892 | 123393 | 2433 | $30,968,246,116 |
| LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | 801-14458 | 3615 | 97 | $26,634,916,956 |
| FAYEZ SAROFIM & CO. | 106584 | 801-1725 | 3129 | 51 | $28,992,003,378 |
| GARCIA HAMILTON & ASSOCIATES LP | 108017 | 801-56194 | 441 | 37 | $16,763,702,363 |
| SALI FUND SERVICES | 124235 | 801-61702 | 180 | 53 | $18,775,415,010 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 104536 | 801-46991 | 129 | 300 | $29,871,782,000 |
| CRESTLINE MANAGEMENT, L.P. | 122711 | 801-61607 | 123 | 203 | $20,824,607,947 |
| HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | 801-40189 | 48 | 35 | $21,409,909,710 |
| ROCKPOINT | 156630 | 801-73890 | 45 | 115 | $16,336,510,934 |
| QUANTUM CAPITAL GROUP | 174733 | 801-88204 | 40 | 97 | $19,658,908,878 |
| AFFINIUS CAPITAL | 316030 | 801-122540 | 37 | 307 | $19,889,331,309 |
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | 104561 | 801-8138 | 36 | 1880 | $28,650,732,809 |
| HBK CAPITAL MANAGEMENT | 115079 | 801-70632 | 11 | 174 | $28,457,389,000 |
| GUIDESTONE CAPITAL MANAGEMENT | 112319 | 801-60303 | 1 | 29 | $24,236,030,690 |