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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2010
- Office Locations
- 2
Office Locations
About Sage 360 Advisors LLC
Sage360 Advisors is a boutique RIA focused on guiding families and family enterprises through multi-generational wealth transitions, integrating financial, human, and social capital. The firm provides financial planning and wealth planning, including tax and estate considerations, portfolio construction, and risk management. Client work centers on long-term stewardship and succession planning, with assets custodied at Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KATHLEEN CECELIA PEER
Chief Compliance Officer, Managing Director, Senior Managing Director
- CRD
- #1201001
- Ownership
- 75% or more
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CRISTINE M CALKINS
Managing Member
- CRD
- #4524209
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,504,450 | -- |
| Total | $21,504,450 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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