SAGE ADVISORY SERVICES LTD CO

AUSTIN, Texas·19 registered advisors·CRD# 106236
SEC# 801-529370512-327-5530
01

Firm Overview

AUM
$22.7B
Regulatory assets under management
Employees
53
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SAGE ADVISORY SERVICES LTD CO

19 registered advisors
Allison Claire Hartman
AUSTIN, Texas
Andrew Kemett Demand
AUSTIN, Texas
Gregory Joseph Figaro
AUSTIN, Texas
Jeffery Scott Timlin
AUSTIN, Texas
John Robert Slais
AUSTIN, Texas
Jr. Robert Peck
AUSTIN, Texas
Komson Silapachai
AUSTIN, Texas
Leonard Dustin Finley
AUSTIN, Texas
Mark Cordes Macqueen
AUSTIN, Texas
Michael David Walton
AUSTIN, Texas
Richard Brent Williams
AUSTIN, Texas
Richard Cameron Ladd
AUSTIN, Texas
Robert Donald Williams
AUSTIN, Texas
Robert G Smith
AUSTIN, Texas
Robert Wayne Moser
AUSTIN, Texas
Sean Conan Krasan
AUSTIN, Texas
Seth Bartlett Henry
AUSTIN, Texas
Thomas Hideo Urano
AUSTIN, Texas
Wade Thomas Uloth
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
19 advisors

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Data sourced from SEC Form ADV filings. SAGE ADVISORY SERVICES LTD CO (CRD# 106236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.