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Sage Future Financial, LLC (Albuquerque)


Sage Future Financial, LLC is an adviser based in Albuquerque. It manages $53.14 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New Mexico.

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Sage Future Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sage Future Financial: assets under management

The assets under management (AUM) of Sage Future Financial, LLC is $53.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sage Future Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albuquerque

The principal office where Sage Future Financial, LLC performs its advisory services is located at 4800 Juan Tabo Ne, Suite D, Albuquerque, NM 87111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-298-4040 or by fax 505-298-8080. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sagefuture.com.


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