AdvisorOS Directory
Claim Profile
PT

Philip John Toffel

SAGE HILL ADVISORY AND MANAGEMENT LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
242 NELSON AVE, SARATOGA SPRINGS, NY 12866CRD# 1045274Firm CRD# 149365
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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# 1045274
Firm CRD# 149365
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SARATOGA SPRINGS?

Browse all registered financial advisors in SARATOGA SPRINGS, New York or claim this profile if it's yours.

Browse SARATOGA SPRINGS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SARATOGA SPRINGS
Jason Keith Macgregor — MINICHMACGREGOR WEALTH MANAGEMENT, LLCRaymond Nmn Martin — CRESCENT HILL PARTNERS LLCHeather Lynn Micati — FAMILY CFO, LLCJane Sullivan Murphy — FAMILY CFO, LLCJames Franklin Minich — MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile