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SAGE FINANCIAL GROUP INC.
SAGE FINANCIAL GROUP INC.
WEST CONSHOHOCKEN, Pennsylvania
·
5 registered advisors
·
CRD# 116574
SEC# 801-61553
1
484-342-4400
01
Firm Overview
AUM
$3.2B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SAGE FINANCIAL GROUP INC.
5 registered advisors
Alan Jeffrey Cohn
WEST CONSHOHOCKEN, Pennsylvania
CRD# 1765469
David Martin Cohn
WEST CONSHOHOCKEN, Pennsylvania
CRD# 727544
John James Sion
WEST CONSHOHOCKEN, Pennsylvania
CRD# 4569836
Mitchell Evan Bednoff
WEST CONSHOHOCKEN, Pennsylvania
CRD# 3029642
Stephen Leonard Cohn
WEST CONSHOHOCKEN, Pennsylvania
CRD# 1966975
05
Office Locations
WEST CONSHOHOCKEN, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. SAGE FINANCIAL GROUP INC. (CRD# 116574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.