SAGE FINANCIAL ADVISORS INC.

SCOTTSDALE, Arizona·1 registered advisor·CRD# 116933
SEC# 801-607171480-305-8060
01

Firm Overview

AUM
$190M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGE FINANCIAL ADVISORS INC.

1 registered advisor
Kelly Alan Christensen
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. SAGE FINANCIAL ADVISORS INC. (CRD# 116933) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.