SAGE ADVISORS, LLC

EDMONDS, Washington·3 registered advisors·CRD# 301328
SEC# 801-1152812206-516-7991
01

Firm Overview

AUM
$427M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGE ADVISORS, LLC

3 registered advisors
David O Heia
EDMONDS, Washington
Jordan Donald Cole
EDMONDS, Washington
CFPCFA
Russell Darin Cole
EDMONDS, Washington
ChFC
05

Office Locations

EDMONDS, Washington
3 advisors

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Data sourced from SEC Form ADV filings. SAGE ADVISORS, LLC (CRD# 301328) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.