S
$270.3M Total AUM
$270.3M Disc. AUM
18.7% 3Y CAGR
7 Employees
320 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-1999
- Office Locations
- 2
Office Locations
8980 E. Raintree Drive Suite 120 Scottsdale AZ
-- Scotts Valley CA
About Sage Financial Advisors Inc.
Sage Financial Advisors Inc. is a Scottsdale-based RIA with 2 offices. The firm has been operating for 26 years. Managing $270.3M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$54.1M AVG AUM / ADVISOR
$844.7K AVG AUM / CLIENT
12.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KELLY ALAN CHRISTENSEN
Accountant, Chief Compliance Officer, DIRECTOR, President
- CRD
- #2254214
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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S
SHARON MAININI BARGETTO
Financial Advisor, General Partner
- CRD
- #2253141
Available
Available
Available
Michael P. Christensen
--
- CRD
- #7828750
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,296,873 | $776,715 |
| Non-Discretionary | $0 | -- |
| Total | $270,296,873 | $776,715 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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