SAGE ADVISORY SERVICES LLC
Legal name: SAGE/AMERICA
CRD #109244 SEC #801-39009 WELLESLEY, MA 781-239-1357
SEC Registered
Total AUM
$45M
Discretionary
$45M
Employees
5
Clients
--
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2002 | $45M | $45M | $0 | 5 | -- |
| Sep 2001 | $78.7M | $78.7M | $0 | 5 | -- |
DateMar 2002
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$78.7M
Discretionary$78.7M
Non-Disc.$0
Employees5
Clients--