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Khaled Awad Taha

SAGE PRIVATE WEALTH GROUP, LLC·OAKBROOK TERRACE, Illinois
Unclaimed Profile
18W140 BUTTERFIELD ROAD, SUITE 1160, OAKBROOK TERRACE, IL 60181CRD# 4481128Firm CRD# 173399
01

About

Khaled Awad Taha is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with SAGE PRIVATE WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SAGE PRIVATE WEALTH GROUP, LLC
SAGE PRIVATE WEALTH GROUP, LLC
AUM
$364M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SAGE PRIVATE WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4481128
Firm CRD# 173399
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Khaled Awad Taha offer?
Khaled Awad Taha specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Khaled Awad Taha's credentials?
Khaled Awad Taha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Khaled Awad Taha located?
Khaled Awad Taha is based in OAKBROOK TERRACE, Illinois, working with SAGE PRIVATE WEALTH GROUP, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Khaled Awad Taha charge for services?
Khaled Awad Taha's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE PRIVATE WEALTH GROUP, LLC?
SAGE PRIVATE WEALTH GROUP, LLC has approximately 13 employees and manages $364M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OAKBROOK TERRACE
Christopher Lee Oswald — MCDONNELL INVESTMENT MANAGEMENT, LLCPaul Jerome Carter — MCDONNELL INVESTMENT MANAGEMENT, LLCPeter Lydon Clerkin — MCDONNELL INVESTMENT MANAGEMENT, LLCBarbara Jean Best — CAPITAL STRATEGIES INVESTMENT GROUP LLCJeffrey Steven Weglarz — GOLDSTONE FINANCIAL GROUP, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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