SAGE FINANCIAL GROUP INC.
SEC Form ADV profile.
Total regulatory AUM
$4,291,847,204
Discretionary
$3,905,553,255
Non-discretionary
$386,293,949
Firm details
- CRD number
- 116574
- SEC file number
- 801-61553
- Main office
- WEST CONSHOHOCKEN, PA, United States
- Employees
- 28
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.