SAGE HILL ADVISORY AND MANAGEMENT LLC

SARATOGA SPRINGS, New York·2 registered advisors·CRD# 149365
SEC# 801-699570518 763-6338
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGE HILL ADVISORY AND MANAGEMENT LLC

2 registered advisors
Francis Michael Antalek
SARATOGA SPRINGS, New York
Philip John Toffel
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
2 advisors

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Data sourced from SEC Form ADV filings. SAGE HILL ADVISORY AND MANAGEMENT LLC (CRD# 149365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.