RIA Intelligence

SAGE ADVISORS INC

CRD #109346 SEC #801-55840 STAMFORD, CT 203-602-6532
SEC Registered
Total AUM
$18.2M
Discretionary
$18.2M
Employees
5
Clients
--
Accounts
4

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 8, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GORDON, JEFFREYITREASURER & CFONA Control
GORDON, JEFFREYITREASURER & CFONA Control
HARRISON, SUSAN, ROSLYNISECRETARYNA Control
HARRISON, SUSAN, ROSLYNISECRETARYNA
MARSDEN, ROBIN, IANIDIRECTOR, PRESIDENT & CEONA Control
MARSDEN, ROBIN, IANIDIRECTOR, PRESIDENT & CEONA Control
SAGE INSURANCE GROUP, INC. ("SIGI")DE100% SHAREHOLDER OF SAGE ADVISORS, INC.E Control
SAGE INSURANCE GROUP, INC. ("SIGI")DE100% SHAREHOLDER OF SAGE ADVISORS, INC.E Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SAGE GROUP LIMITED ("SGL")FESAGE LIFE HOLDINGS LIMITEDE Control
SAGE GROUP LIMITED ("SGL")FESAGE LIFE HOLDINGS LIMITEDE Control
SAGE HOLDINGS (USA), INC.DESAGE INSURANCE HOLDINGS, INC.E Control
SAGE HOLDINGS (USA), INC.DESAGE INSURANCE HOLDINGS, INC.E Control
SAGE INSURANCE HOLDINGS, INC.DESAGE INSURANCE GROUP, INC. ("SIGI")E Control
SAGE INSURANCE HOLDINGS, INC.DESAGE INSURANCE GROUP, INC. ("SIGI")E Control
SAGE LIFE HOLDINGS LIMITEDFESAGE HOLDINGS (USA), INC.E Control
SAGE LIFE HOLDINGS LIMITEDFESAGE HOLDINGS (USA), INC.E Control
SHILL, H. LOUISISAGE GROUP LIMITED ("SGL")C Control
SHILL, H. LOUISISAGE GROUP LIMITED ("SGL")C Control

Registrations

Federal

IA
Mar 8, 2002 REGISTERED

Notice Filings (1)

CT

Address

300 ATLANTIC STREET
3RD FLOOR
STAMFORD, CT 6901
USA
Phone: 203-602-6532