$107.0M Total AUM
$107.0M Disc. AUM
-- 3Y CAGR
1 Employees
190 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2011
- Office Locations
- 1
Office Locations
-- Austin TX
About Saga Financial Management
SAGA Financial Management is an Austin, TX RIA focused on retirement management for Texas families, specializing in 403(b) planning and investments for university professors. The firm provides financial planning and portfolio construction, with a strong ETF orientation in managed accounts, and works with custodians including TIAA.
Team overview
-- AVG AGE
$107.0M AVG AUM / ADVISOR
$563.2K AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHARLES SCOTT SAWTELLE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4414699
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,000,000 | $433,198 |
| Non-Discretionary | $0 | -- |
| Total | $107,000,000 | $433,198 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing