SAGE MOUNTAIN ADVISORS, LLC

ATLANTA, Georgia·2 registered advisors·CRD# 298593
SEC# 801-1140020(404) 795-8361
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
2
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
Other: MINIMUM FEES AND REPORTING FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SAGE MOUNTAIN ADVISORS, LLC

2 registered advisors
Anthony John Cox
ATLANTA, Georgia
Scott Matthew Neu
ATLANTA, Georgia
CFA
05

Office Locations

ATLANTA, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. SAGE MOUNTAIN ADVISORS, LLC (CRD# 298593) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.