Unclaimed Profile

Philip John Toffel

SAGE HILL ADVISORY AND MANAGEMENT LLC·SARATOGA SPRINGS, New York

Clean recordSAGE HILL ADVISORY AND MANAGEMENT LLC

242 NELSON AVE, SARATOGA SPRINGS, NY 12866CRD# 1045274Firm CRD# 149365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip John Toffel · SARATOGA SPRINGS, NY

Registration

CRD #1045274 · SAGE HILL ADVISORY AND MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Philip John Toffel 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SAGE HILL ADVISORY AND MANAGEMENT LLC

AUM

$68M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1045274

Firm CRD# 149365

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip John Toffel offer?

Philip John Toffel specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.

What are Philip John Toffel's credentials?

Philip John Toffel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip John Toffel located?

Philip John Toffel 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 Philip John Toffel charge for services?

Philip John Toffel'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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