CRD: 149365
Sage Hill Advisory AND Management LLC
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- Custodian
- Jackson National Life · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2009
- Office Locations
- 1
Office Locations
About Sage Hill Advisory AND Management LLC
Sage Hill Family Office serves as a confidential family office for select, highly successful multi-generational families, acting as counselor, advocate, strategist, and manager. The firm coordinates best-in-class specialists across estate and tax planning, creditor protection, investment management, risk protection, accounting, benefits, and related services, and advocates with third-party sub-advisors and product providers. Uses a basis-points x net worth fee structure; securities via Halliday Financial (FINRA/SIPC).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
FRANCIS MICHAEL ANTALEK
Managing Member, Owner
- CRD
- #1371939
- Ownership
- 50% but less than 75%
PHILIP JOHN TOFFEL
Chief Compliance Officer, Managing Member
- CRD
- #1045274
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,324,765 | $928,162 |
| Non-Discretionary | $0 | -- |
| Total | $73,324,765 | $928,162 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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