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SAGE CAPITAL ADVISORS, LLC
SAGE CAPITAL ADVISORS, LLC
SIOUX FALLS, South Dakota
·
2 registered advisors
·
CRD# 136577
SEC# 801-64637
3
844-279-7243
01
Firm Overview
AUM
$581M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SAGE CAPITAL ADVISORS, LLC
2 registered advisors
Diana Marie Blair
SIOUX FALLS, South Dakota
CRD# 4504593
Matthew Allen Johnson
SIOUX FALLS, South Dakota
CRD# 2706737
05
Office Locations
SIOUX FALLS, South Dakota
2 advisors
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Data sourced from SEC Form ADV filings. SAGE CAPITAL ADVISORS, LLC (CRD# 136577) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.