AdvisorOS Directory
Claim Profile
GF

Gregory Joseph Figaro

SAGE ADVISORY SERVICES LTD CO·AUSTIN, Texas
Unclaimed Profile
5900 SOUTHWEST PARKWAY, AUSTIN, TX 78735-6202CRD# 2480159Firm CRD# 106236
01

About

Gregory Joseph Figaro is a registered financial advisor based in AUSTIN, Texas, affiliated with SAGE ADVISORY SERVICES LTD CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SAGE ADVISORY SERVICES LTD CO
SAGE ADVISORY SERVICES LTD CO
AUM
$22.7B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at SAGE ADVISORY SERVICES LTD CO →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2480159
Firm CRD# 106236
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN 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 Gregory Joseph Figaro offer?
Gregory Joseph Figaro specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Gregory Joseph Figaro's credentials?
Gregory Joseph Figaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Figaro located?
Gregory Joseph Figaro is based in AUSTIN, Texas, working with SAGE ADVISORY SERVICES LTD CO. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Gregory Joseph Figaro charge for services?
Gregory Joseph Figaro'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 ADVISORY SERVICES LTD CO?
SAGE ADVISORY SERVICES LTD CO has approximately 53 employees and manages $22.7B 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 at SAGE ADVISORY SERVICES LTD CO

Komson Silapachai
AUSTIN, TX
Allison Claire Hartman
AUSTIN, TX
Andrew Kemett Demand
AUSTIN, TX
John Robert Slais
AUSTIN, TX
Jr. Robert Peck
AUSTIN, TX
Leonard Dustin Finley
AUSTIN, TX

More Advisors in AUSTIN, Texas

Charles M Preston
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Shelley Boyd Mcafee
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Melissa Kasper
HARRIS PRESTON & PARTNERS, LLC·AUSTIN, TX
Adam B. Reinking
REDBUD ADVISORS LLC·AUSTIN, TX
Robert Stirling Phipps
PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, TX
Louis Farrell Crane
ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC·AUSTIN, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile