SAGEWELL INVESTMENT ADVISORS, LLC

CAMBRIDGE, Massachusetts·3 registered advisors·CRD# 323174
SEC# 801-1266560617-397-3764
01

Firm Overview

AUM
$224K
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAGEWELL INVESTMENT ADVISORS, LLC

3 registered advisors
Christopher James Toomey
CAMBRIDGE, Massachusetts
Jeffrey Alan Wright
CAMBRIDGE, Massachusetts
Samuel Hoy Zimmerman
CAMBRIDGE, Massachusetts
05

Office Locations

CAMBRIDGE, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. SAGEWELL INVESTMENT ADVISORS, LLC (CRD# 323174) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.