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SAGA PARTNERS LLC
SAGA PARTNERS LLC
2 registered advisors
·
CRD# 156577
SEC# 801-122448
0
480-678-2950
01
Firm Overview
AUM
$15M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at SAGA PARTNERS LLC
2 registered advisors
Joseph York Frankenfield
INDEPENDENCE, Ohio
CRD# 6450217
Michael T Nowacki
INDEPENDENCE, Ohio
CRD# 5892381
05
Office Locations
INDEPENDENCE, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. SAGA PARTNERS LLC (CRD# 156577) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.