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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STANDARD GROUP HOLDINGS LLC | DE | MEMBER | D | Control |
| STANDARD GROUP HOLDINGS LLC | DE | MEMBER | D | Control |
| ROLLERT, GORDON, JULIUS | I | MEMBER | C | Control |
| ROLLERT, GORDON, JULIUS | I | MEMBER | C | Control |
| DENNEY, JOHN | I | PRESIDENT, CEO | B | Control |
| DENNEY, JOHN | I | PRESIDENT, CEO | B | Control |
| CARNE, MICHAEL, JOSEPH | I | MEMBER | A | |
| CARNE, MICHAEL, JOSEPH | I | MEMBER | A | |
| EVERITT, BRUCE, WALLACE | I | MEMBER | A | |
| EVERITT, BRUCE, WALLACE | I | MEMBER | A | |
| THE GOVERNORS OF THE SPECIAL ENDOWMENT | DE | MEMBER | A |
Registrations
Federal
IA
Mar 19, 2002 REGISTERED
Notice Filings (9)
CA FL GA IL LA MA NH NJ NM
Address
55 WILLIAM STSTE G40
WELLESLEY, MA 2481
USA
Phone: 781-239-1357