SAGE FINANCIAL ADVISORS, LLC
CRD #107607 SEC #801-51183 RENO, NV 775-324-7244
SEC Registered
Total AUM
$220.2M
Discretionary
$216.3M
Employees
3
Clients
101
Accounts
601
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $220.2M | $216.3M | $3.9M | 3 | 0 |
| Mar 2023 | $220.2M | $216.3M | $3.9M | 3 | 0 |
| Feb 2023 | $230.9M | $228M | $2.9M | 3 | 0 |
| Mar 2022 | $230.9M | $228M | $2.9M | 3 | 0 |
| Feb 2021 | $207.1M | $204.1M | $3M | 3 | 0 |
| Jun 2020 | $168.8M | $167.8M | $1M | 3 | 0 |
| Feb 2020 | $168.8M | $167.8M | $1M | 3 | 0 |
| Feb 2019 | $146.2M | $145.2M | $1M | 3 | 0 |
| Feb 2018 | $153.1M | $153.1M | $0 | 3 | 2 |
| Jun 2017 | $125.1M | $125.1M | $0 | 2 | 202 |
| Feb 2017 | $125.1M | $125.1M | $0 | 3 | 202 |
| Feb 2016 | $109.9M | $109.9M | $0 | 3 | 194 |
| Mar 2015 | $107.9M | $107.9M | $0 | 3 | 189 |
| Mar 2015 | $107.9M | $107.9M | $0 | 3 | 189 |
| Mar 2015 | $107.9M | $107.9M | $0 | 3 | 189 |
| Oct 2014 | $103.2M | $103.2M | $309 | 3 | 190 |
| Apr 2014 | $103.2M | $103.2M | $309 | 3 | 190 |
| Jan 2014 | $103.2M | $103.2M | $309 | 3 | 190 |
| Feb 2013 | $91.2M | $91.2M | $0 | 3 | 200 |
| Nov 2012 | $90.2M | $90.2M | $74.1K | 2 | 200 |
| Jun 2012 | $90.2M | $90.2M | $74.1K | 1 | 200 |
| Mar 2012 | $90.2M | $90.2M | $74.1K | 1 | 200 |
| Feb 2011 | $86M | $86M | $67K | 5 | -- |
| Feb 2007 | $71.5M | $69.2M | $2.2M | 5 | -- |
| Nov 2006 | $61.5M | $59.7M | $1.8M | 5 | -- |
| Feb 2006 | $61.5M | $59.7M | $1.8M | 5 | -- |
| Sep 2005 | $55.3M | $53.5M | $1.8M | 5 | -- |
| Feb 2005 | $55.3M | $53.5M | $1.8M | 5 | -- |
| Jan 2004 | $44.5M | $43M | $1.5M | 5 | -- |
| Jul 2001 | $38.6M | $38.6M | $46K | 5 | -- |
| Jul 2001 | $38.6M | $38.6M | $46K | 5 | -- |
DateApr 2023
Total AUM$220.2M
Discretionary$216.3M
Non-Disc.$3.9M
Employees3
Clients0
DateMar 2023
Total AUM$220.2M
Discretionary$216.3M
Non-Disc.$3.9M
Employees3
Clients0
DateFeb 2023
Total AUM$230.9M
Discretionary$228M
Non-Disc.$2.9M
Employees3
Clients0
DateMar 2022
Total AUM$230.9M
Discretionary$228M
Non-Disc.$2.9M
Employees3
Clients0
DateFeb 2021
Total AUM$207.1M
Discretionary$204.1M
Non-Disc.$3M
Employees3
Clients0
DateJun 2020
Total AUM$168.8M
Discretionary$167.8M
Non-Disc.$1M
Employees3
Clients0
DateFeb 2020
Total AUM$168.8M
Discretionary$167.8M
Non-Disc.$1M
Employees3
Clients0
DateFeb 2019
Total AUM$146.2M
Discretionary$145.2M
Non-Disc.$1M
Employees3
Clients0
DateFeb 2018
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees3
Clients2
DateJun 2017
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees2
Clients202
DateFeb 2017
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees3
Clients202
DateFeb 2016
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees3
Clients194
DateMar 2015
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees3
Clients189
DateMar 2015
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees3
Clients189
DateMar 2015
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees3
Clients189
DateOct 2014
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$309
Employees3
Clients190
DateApr 2014
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$309
Employees3
Clients190
DateJan 2014
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$309
Employees3
Clients190
DateFeb 2013
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees3
Clients200
DateNov 2012
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$74.1K
Employees2
Clients200
DateJun 2012
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$74.1K
Employees1
Clients200
DateMar 2012
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$74.1K
Employees1
Clients200
DateFeb 2011
Total AUM$86M
Discretionary$86M
Non-Disc.$67K
Employees5
Clients--
DateFeb 2007
Total AUM$71.5M
Discretionary$69.2M
Non-Disc.$2.2M
Employees5
Clients--
DateNov 2006
Total AUM$61.5M
Discretionary$59.7M
Non-Disc.$1.8M
Employees5
Clients--
DateFeb 2006
Total AUM$61.5M
Discretionary$59.7M
Non-Disc.$1.8M
Employees5
Clients--
DateSep 2005
Total AUM$55.3M
Discretionary$53.5M
Non-Disc.$1.8M
Employees5
Clients--
DateFeb 2005
Total AUM$55.3M
Discretionary$53.5M
Non-Disc.$1.8M
Employees5
Clients--
DateJan 2004
Total AUM$44.5M
Discretionary$43M
Non-Disc.$1.5M
Employees5
Clients--
DateJul 2001
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$46K
Employees5
Clients--
DateJul 2001
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$46K
Employees5
Clients--