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Francis Michael Antalek

SAGE HILL ADVISORY AND MANAGEMENT LLC·SARATOGA SPRINGS, New York
Clean recordSAGE HILL ADVISORY AND MANAGEMENT LLC
242 NELSON AVE, SARATOGA SPRINGS, NY 12866CRD# 1371939Firm CRD# 149365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis Michael Antalek · SARATOGA SPRINGS, NY
Registration
CRD #1371939 · SAGE HILL ADVISORY AND MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Francis Michael Antalek is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with SAGE HILL ADVISORY AND MANAGEMENT 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
Introduction

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03

Firm Overview

Firm
SAGE HILL ADVISORY AND MANAGEMENT LLC
SAGE HILL ADVISORY AND MANAGEMENT LLC
AUM
$68M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SAGE HILL ADVISORY AND MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1371939
Firm CRD# 149365
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francis Michael Antalek offer?
Francis Michael Antalek specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Francis Michael Antalek's credentials?
Francis Michael Antalek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Michael Antalek located?
Francis Michael Antalek is based in SARATOGA SPRINGS, New York, working with SAGE HILL ADVISORY AND MANAGEMENT LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Francis Michael Antalek charge for services?
Francis Michael Antalek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE HILL ADVISORY AND MANAGEMENT LLC?
SAGE HILL ADVISORY AND MANAGEMENT LLC has approximately 3 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE HILL ADVISORY AND MANAGEMENT LLC

Philip John Toffel
SARATOGA SPRINGS, NY

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