SAGE RHINO CAPITAL LLC

MENLO PARK, California·4 registered advisors·CRD# 290148
SEC# 801-1121500(650) 352-5600
01

Firm Overview

AUM
$712M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SAGE RHINO CAPITAL LLC

4 registered advisors
Caroline Novak
MENLO PARK, California
Dana Elaine Franco-Young
MENLO PARK, California
David Taotze Chu
MENLO PARK, California
Igor Boris Lotsvin
MENLO PARK, California
05

Office Locations

MENLO PARK, California
4 advisors

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Data sourced from SEC Form ADV filings. SAGE RHINO CAPITAL LLC (CRD# 290148) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.