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David O Heia

SAGE ADVISORS, LLC·EDMONDS, Washington
Unclaimed Profile
115 2ND AVENUE NORTH, EDMONDS, WA 98020CRD# 5918247Firm CRD# 301328
01

About

David O Heia is a registered financial advisor based in EDMONDS, Washington, affiliated with SAGE ADVISORS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
SAGE ADVISORS, LLC
SAGE ADVISORS, LLC
AUM
$427M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SAGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5918247
Firm CRD# 301328
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David O Heia offer?
David O Heia specializes in Financial Planning, Investment Management. Contact their office in EDMONDS, Washington for a consultation.
What are David O Heia's credentials?
David O Heia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David O Heia located?
David O Heia is based in EDMONDS, Washington, working with SAGE ADVISORS, LLC. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does David O Heia charge for services?
David O Heia'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 ADVISORS, LLC?
SAGE ADVISORS, LLC has approximately 11 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Aalok Kirit Shah — HARBOUR INVESTMENT MANAGEMENT L.L.C.Mark Robert Gardner Anderson — PACIFIC SAGE PARTNERS, LLCBrenda Rose Pingree — FINANCIAL SERVICES INTERNATIONAL CORP.James Grant Kim — FINANCIAL SERVICES INTERNATIONAL CORP.Hans Dieter Berkenhoff — HARBOUR INVESTMENT MANAGEMENT L.L.C.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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