SAGE FINANCIAL ADVISORS, LLC

RENO, Nevada·5 registered advisors·CRD# 107607
SEC# 801-511830775-324-7244
01

Firm Overview

AUM
$220M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at SAGE FINANCIAL ADVISORS, LLC

5 registered advisors
Andrew Page
RENO, Nevada
Brian Matthew Loy
RENO, Nevada
Kirstin Lynn Griffin
RENO, Nevada
Stan Teilgland
RENO, Nevada
William Young
RENO, Nevada
05

Office Locations

RENO, Nevada
5 advisors

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Data sourced from SEC Form ADV filings. SAGE FINANCIAL ADVISORS, LLC (CRD# 107607) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.