CRD: 126472
Sagebroadview Wealth Management, LLC
$397.2M Total AUM
$397.2M Disc. AUM
-- 3Y CAGR
8 Employees
151 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-19-2001
- Office Locations
- 3
Office Locations
10 Waterside Drive Suite 305 Farmington CT
89 Headquarters Plaza North Tower, Suite 1419 Morristown NJ
Burlington Woods Office Park 2 Burlington Woods Drive, Suite 100 Burlington MA
About Sagebroadview Wealth Management, LLC
SAGEbroadview Wealth Management provides ongoing financial planning and portfolio management with tax planning integrated throughout. The firm serves young professionals and established professionals navigating complex compensation and benefits, debt, family and retirement goals. Fee-only, fiduciary CFP professionals, working virtually nationwide with offices in CT, NJ and MA.
Team overview
44 AVG AGE
$79.4M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
11.5 yrs AVG TENURE
8 Employees
5 Advisory Reps
6 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER JAMES ANNELLO
Partner
- CRD
- #5998570
- Ownership
- Less than 5%
Available
Available
Available
LAWRENCE JAMES ANNELLO
Partner
- CRD
- #4650103
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
J
JEFFREY LAWRENCE ANNELLO
--
- CRD
- #5839129
Available
Available
Available
D
Daniel James Lester
Associate
- CRD
- #7264333
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,171,504 | $667,515 |
| Non-Discretionary | $0 | -- |
| Total | $397,171,504 | $667,515 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing