S
$24.2M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Baird ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2011
- Office Locations
- 1
Office Locations
-- Rocky River OH
About Saga Partners LLC
Saga Partners LLC is a Rocky River-based RIA. The firm has been operating for 15 years. Managing $24.2M in total assets under management, with 1 advisory representatives. They custody assets with Baird and Charles Schwab & Company.
Team overview
-- AVG AGE
$24.2M AVG AUM / ADVISOR
$514.0K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH YORK FRANKENFIELD
Chief Compliance Officer, Managing Member, Owner
- CRD
- #6450217
- 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 | $23,781,449 | $255,865 |
| Non-Discretionary | $376,539 | $109,101 |
| Total | $24,157,988 | $253,419 |
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 | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing