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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2006
- Office Locations
- 1
Office Locations
About Asage Financial LLC
Asage Financial LLC is a California-registered RIA serving individuals as well as families and closely held enterprises. The firm combines goals-based investment management (asset allocation guided by volatility and macro/valuation assumptions, often implemented with ETFs and mutual funds) with comprehensive planning, risk/estate and insurance reviews, and budgeting/reporting support. It also provides turnaround and strategic business planning with scenario modeling and coordination with attorneys and accountants; assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN GERARD CALLAGY
Advisor, Managing Member
- CRD
- #5154517
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,286,354 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,286,354 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,286,354
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $784,190,258 | 35.4% |
| Public Funds | $750,961,857 | 33.9% |
| Cash | $680,074,602 | 30.7% |
| Total | $2,215,226,717 | 100.0% |