Sage 360 Advisors LLC is a large advisory firm based in Stuyvesant. It manages $47.47 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.
Sage 360 Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sage 360 Advisors LLC is $47.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sage 360 Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sage 360 Advisors LLC performs its advisory services is located at 15 Church Street, Stuyvesant, NY 12173, 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 518-465-4642 or by fax 518-465-3534. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sage360advisors.com.