SAGE FINANCIAL GROUP INC.
CRD #116574 SEC #801-61553 WEST CONSHOHOCKEN, PA 484-342-4400
SEC Registered Private Funds
Total AUM
$3.6B
Discretionary
$3.3B
Employees
25
Clients
251
Accounts
4,205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $3.6B | $3.3B | $327.5M | 25 | 0 |
| May 2025 | $3.6B | $3.3B | $327.5M | 25 | 0 |
| Apr 2025 | $3.6B | $3.3B | $327.5M | 25 | 0 |
| Mar 2025 | $3.6B | $3.3B | $327.5M | 25 | 0 |
| Nov 2024 | $3.2B | $2.9B | $280.9M | 27 | 0 |
| Oct 2024 | $3.2B | $2.9B | $280.9M | 27 | 0 |
| Jul 2024 | $3.2B | $2.9B | $280.9M | 27 | 0 |
| May 2024 | $3.2B | $2.9B | $280.9M | 27 | 0 |
| Mar 2024 | $3.2B | $2.9B | $280.9M | 27 | 0 |
| Mar 2024 | $2.7B | $2.5B | $201.9M | 27 | 0 |
| Nov 2023 | $2.7B | $2.5B | $201.9M | 27 | 0 |
| Jul 2023 | $2.7B | $2.5B | $201.9M | 27 | 0 |
| May 2023 | $2.7B | $2.5B | $201.9M | 27 | 0 |
| Mar 2023 | $2.7B | $2.5B | $201.9M | 27 | 0 |
| Nov 2022 | $3B | $2.8B | $244.9M | 26 | 0 |
| Jul 2022 | $3B | $2.8B | $244.9M | 26 | 0 |
| May 2022 | $3B | $2.8B | $244.9M | 26 | 0 |
| Apr 2022 | $3B | $2.8B | $244.9M | 26 | 0 |
| Mar 2022 | $3B | $2.8B | $244.9M | 26 | 0 |
| Oct 2021 | $2.6B | $2.3B | $254.6M | 24 | 0 |
| May 2021 | $2.6B | $2.3B | $254.6M | 24 | 0 |
| Mar 2021 | $2.6B | $2.3B | $254.6M | 24 | 0 |
| Sep 2020 | $2.2B | $2B | $244.2M | 22 | 0 |
| Jul 2020 | $2.2B | $2B | $244.2M | 22 | 0 |
| Jun 2020 | $2.2B | $2B | $244.2M | 22 | 0 |
| May 2020 | $2.2B | $2B | $244.2M | 22 | 0 |
| Mar 2020 | $2.2B | $2B | $244.2M | 22 | 0 |
| Oct 2019 | $1.8B | $1.6B | $217.3M | 22 | 0 |
| Jul 2019 | $1.8B | $1.6B | $217.3M | 22 | 0 |
| Mar 2019 | $1.8B | $1.6B | $217.3M | 22 | 0 |
| Mar 2019 | $1.8B | $1.6B | $217.3M | 22 | 0 |
| Jun 2018 | $1.9B | $1.6B | $205.9M | 22 | 0 |
| Apr 2018 | $1.9B | $1.6B | $205.9M | 22 | 0 |
| Mar 2018 | $1.9B | $1.6B | $205.9M | 22 | 0 |
| Mar 2018 | $1.9B | $1.6B | $205.9M | 22 | 0 |
| May 2017 | $1.6B | $1.5B | $179.7M | 19 | 700 |
| Mar 2017 | $1.6B | $1.5B | $179.7M | 19 | 700 |
| Dec 2016 | $1.5B | $1.4B | $178.5M | 17 | 700 |
| Oct 2016 | $1.5B | $1.4B | $178.5M | 17 | 700 |
| May 2016 | $1.5B | $1.4B | $178.5M | 17 | 700 |
| Mar 2016 | $1.5B | $1.4B | $178.5M | 17 | 700 |
| Nov 2015 | $1.6B | $1.4B | $205.6M | 17 | 600 |
| May 2015 | $1.6B | $1.4B | $205.6M | 17 | 600 |
| Mar 2015 | $1.6B | $1.4B | $205.6M | 17 | 600 |
| Jun 2014 | $1.4B | $1.2B | $146.6M | 17 | 600 |
| Jun 2014 | $1.4B | $1.2B | $146.6M | 17 | 600 |
| May 2014 | $1.4B | $1.2B | $146.6M | 17 | 600 |
| Mar 2014 | $1.4B | $1.2B | $146.6M | 17 | 600 |
| Jan 2014 | $1.2B | $1.1B | $83.5M | 17 | 600 |
| Nov 2013 | $1.2B | $1.1B | $83.5M | 17 | 600 |
| Oct 2013 | $1.2B | $1.1B | $83.5M | 17 | 600 |
| Jul 2013 | $1.2B | $1.1B | $83.5M | 17 | 600 |
| May 2013 | $1.2B | $1.1B | $83.5M | 17 | 600 |
| Mar 2013 | $1.2B | $1.1B | $83.5M | 17 | 600 |
| Nov 2012 | $1B | $877.4M | $138.9M | 16 | 600 |
| Apr 2012 | $1B | $877.4M | $138.9M | 11 | 600 |
| Mar 2012 | $1B | $877.4M | $138.9M | 11 | 600 |
| Nov 2011 | $957.7M | $824.8M | $132.9M | 11 | 600 |
| Apr 2011 | $957.7M | $824.8M | $132.9M | -- | -- |
| Mar 2011 | $957.7M | $824.8M | $132.9M | -- | -- |
| Dec 2010 | $844.9M | $731.5M | $113.3M | -- | -- |
| Sep 2010 | $844.9M | $731.5M | $113.3M | -- | -- |
| Apr 2010 | $844.9M | $731.5M | $113.3M | -- | -- |
| Oct 2009 | $812.8M | $589.7M | $223.1M | -- | -- |
| Apr 2009 | $725.5M | $525.6M | $200M | -- | -- |
| Feb 2009 | $725.5M | $525.6M | $200M | -- | -- |
| Mar 2008 | $925M | $0 | $925M | -- | -- |
| Jan 2008 | $795M | $0 | $795M | -- | -- |
| Dec 2007 | $795M | $0 | $795M | -- | -- |
| May 2007 | $795M | $0 | $795M | -- | -- |
| Mar 2007 | $795M | $0 | $795M | -- | -- |
| Feb 2007 | $636.7M | $0 | $636.7M | -- | -- |
| Feb 2007 | $636.7M | $0 | $636.7M | -- | -- |
| Jan 2007 | $636.7M | $0 | $636.7M | -- | -- |
| Mar 2006 | $636.7M | $0 | $636.7M | -- | -- |
| Feb 2006 | $473.8M | $0 | $473.8M | -- | -- |
| Sep 2005 | $473.8M | $0 | $473.8M | -- | -- |
| Mar 2004 | $341.3M | $0 | $341.3M | -- | -- |
| Jan 2004 | $301M | $0 | $301M | -- | -- |
| Dec 2003 | $301M | $0 | $301M | -- | -- |
DateJul 2025
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$327.5M
Employees25
Clients0
DateMay 2025
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$327.5M
Employees25
Clients0
DateApr 2025
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$327.5M
Employees25
Clients0
DateMar 2025
Total AUM$3.6B
Discretionary$3.3B
Non-Disc.$327.5M
Employees25
Clients0
DateNov 2024
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$280.9M
Employees27
Clients0
DateOct 2024
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$280.9M
Employees27
Clients0
DateJul 2024
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$280.9M
Employees27
Clients0
DateMay 2024
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$280.9M
Employees27
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$2.9B
Non-Disc.$280.9M
Employees27
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$201.9M
Employees27
Clients0
DateNov 2023
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$201.9M
Employees27
Clients0
DateJul 2023
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$201.9M
Employees27
Clients0
DateMay 2023
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$201.9M
Employees27
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$201.9M
Employees27
Clients0
DateNov 2022
Total AUM$3B
Discretionary$2.8B
Non-Disc.$244.9M
Employees26
Clients0
DateJul 2022
Total AUM$3B
Discretionary$2.8B
Non-Disc.$244.9M
Employees26
Clients0
DateMay 2022
Total AUM$3B
Discretionary$2.8B
Non-Disc.$244.9M
Employees26
Clients0
DateApr 2022
Total AUM$3B
Discretionary$2.8B
Non-Disc.$244.9M
Employees26
Clients0
DateMar 2022
Total AUM$3B
Discretionary$2.8B
Non-Disc.$244.9M
Employees26
Clients0
DateOct 2021
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$254.6M
Employees24
Clients0
DateMay 2021
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$254.6M
Employees24
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$254.6M
Employees24
Clients0
DateSep 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$244.2M
Employees22
Clients0
DateJul 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$244.2M
Employees22
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$244.2M
Employees22
Clients0
DateMay 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$244.2M
Employees22
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$244.2M
Employees22
Clients0
DateOct 2019
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$217.3M
Employees22
Clients0
DateJul 2019
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$217.3M
Employees22
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$217.3M
Employees22
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$217.3M
Employees22
Clients0
DateJun 2018
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$205.9M
Employees22
Clients0
DateApr 2018
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$205.9M
Employees22
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$205.9M
Employees22
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$205.9M
Employees22
Clients0
DateMay 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$179.7M
Employees19
Clients700
DateMar 2017
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$179.7M
Employees19
Clients700
DateDec 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$178.5M
Employees17
Clients700
DateOct 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$178.5M
Employees17
Clients700
DateMay 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$178.5M
Employees17
Clients700
DateMar 2016
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$178.5M
Employees17
Clients700
DateNov 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$205.6M
Employees17
Clients600
DateMay 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$205.6M
Employees17
Clients600
DateMar 2015
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$205.6M
Employees17
Clients600
DateJun 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.6M
Employees17
Clients600
DateJun 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.6M
Employees17
Clients600
DateMay 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.6M
Employees17
Clients600
DateMar 2014
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$146.6M
Employees17
Clients600
DateJan 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.5M
Employees17
Clients600
DateNov 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.5M
Employees17
Clients600
DateOct 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.5M
Employees17
Clients600
DateJul 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.5M
Employees17
Clients600
DateMay 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.5M
Employees17
Clients600
DateMar 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$83.5M
Employees17
Clients600
DateNov 2012
Total AUM$1B
Discretionary$877.4M
Non-Disc.$138.9M
Employees16
Clients600
DateApr 2012
Total AUM$1B
Discretionary$877.4M
Non-Disc.$138.9M
Employees11
Clients600
DateMar 2012
Total AUM$1B
Discretionary$877.4M
Non-Disc.$138.9M
Employees11
Clients600
DateNov 2011
Total AUM$957.7M
Discretionary$824.8M
Non-Disc.$132.9M
Employees11
Clients600
DateApr 2011
Total AUM$957.7M
Discretionary$824.8M
Non-Disc.$132.9M
Employees--
Clients--
DateMar 2011
Total AUM$957.7M
Discretionary$824.8M
Non-Disc.$132.9M
Employees--
Clients--
DateDec 2010
Total AUM$844.9M
Discretionary$731.5M
Non-Disc.$113.3M
Employees--
Clients--
DateSep 2010
Total AUM$844.9M
Discretionary$731.5M
Non-Disc.$113.3M
Employees--
Clients--
DateApr 2010
Total AUM$844.9M
Discretionary$731.5M
Non-Disc.$113.3M
Employees--
Clients--
DateOct 2009
Total AUM$812.8M
Discretionary$589.7M
Non-Disc.$223.1M
Employees--
Clients--
DateApr 2009
Total AUM$725.5M
Discretionary$525.6M
Non-Disc.$200M
Employees--
Clients--
DateFeb 2009
Total AUM$725.5M
Discretionary$525.6M
Non-Disc.$200M
Employees--
Clients--
DateMar 2008
Total AUM$925M
Discretionary$0
Non-Disc.$925M
Employees--
Clients--
DateJan 2008
Total AUM$795M
Discretionary$0
Non-Disc.$795M
Employees--
Clients--
DateDec 2007
Total AUM$795M
Discretionary$0
Non-Disc.$795M
Employees--
Clients--
DateMay 2007
Total AUM$795M
Discretionary$0
Non-Disc.$795M
Employees--
Clients--
DateMar 2007
Total AUM$795M
Discretionary$0
Non-Disc.$795M
Employees--
Clients--
DateFeb 2007
Total AUM$636.7M
Discretionary$0
Non-Disc.$636.7M
Employees--
Clients--
DateFeb 2007
Total AUM$636.7M
Discretionary$0
Non-Disc.$636.7M
Employees--
Clients--
DateJan 2007
Total AUM$636.7M
Discretionary$0
Non-Disc.$636.7M
Employees--
Clients--
DateMar 2006
Total AUM$636.7M
Discretionary$0
Non-Disc.$636.7M
Employees--
Clients--
DateFeb 2006
Total AUM$473.8M
Discretionary$0
Non-Disc.$473.8M
Employees--
Clients--
DateSep 2005
Total AUM$473.8M
Discretionary$0
Non-Disc.$473.8M
Employees--
Clients--
DateMar 2004
Total AUM$341.3M
Discretionary$0
Non-Disc.$341.3M
Employees--
Clients--
DateJan 2004
Total AUM$301M
Discretionary$0
Non-Disc.$301M
Employees--
Clients--
DateDec 2003
Total AUM$301M
Discretionary$0
Non-Disc.$301M
Employees--
Clients--