SAGE INVESTMENT COUNSEL LLC

SAGE INVESTMENT COUNSEL
FRANKLIN, Tennessee·2 registered advisors·CRD# 116907
SEC# 801-1214061615-591-1210
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment Management
04

Advisors at SAGE INVESTMENT COUNSEL LLC

2 registered advisors
Jackson Gunn Calvin
FRANKLIN, Tennessee
William Dirk Calvin
FRANKLIN, Tennessee
05

Office Locations

FRANKLIN, Tennessee
2 advisors

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Data sourced from SEC Form ADV filings. SAGE INVESTMENT COUNSEL LLC (CRD# 116907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.