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Charles Michael Phillips

SAGE CAPITAL HOLDINGS, LLC·ATLANTA, Georgia
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1100 ABERNATHY ROAD, 500 NORTHPARK, ATLANTA, GA 30327CRD# 1492861Firm CRD# 154306
01

About

Charles Michael Phillips is a registered financial advisor based in ATLANTA, Georgia, affiliated with SAGE CAPITAL HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SAGE CAPITAL HOLDINGS, LLC
SAGE CAPITAL HOLDINGS, LLC
AUM
$29M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SAGE CAPITAL HOLDINGS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1492861
Firm CRD# 154306
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Michael Phillips offer?
Charles Michael Phillips specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Charles Michael Phillips's credentials?
Charles Michael Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Michael Phillips located?
Charles Michael Phillips is based in ATLANTA, Georgia, working with SAGE CAPITAL HOLDINGS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Charles Michael Phillips charge for services?
Charles Michael Phillips's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE CAPITAL HOLDINGS, LLC?
SAGE CAPITAL HOLDINGS, LLC has approximately 3 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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