SAGE FINANCIAL ADVISORS INC.
CRD #116933 SEC #801-60717 SCOTTSDALE, AZ 480-305-8060
SEC Registered
Total AUM
$219.4M
Discretionary
$219.4M
Employees
7
Clients
101
Accounts
332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $219.4M | $219.4M | $0 | 7 | 207 |
| Mar 2025 | $219.4M | $219.4M | $0 | 7 | 207 |
| Mar 2024 | $190.2M | $190.2M | $0 | 7 | 202 |
| Mar 2023 | $161.6M | $161.6M | $0 | 7 | 167 |
| Nov 2022 | $193.8M | $193.8M | $0 | 7 | 174 |
| Apr 2022 | $193.8M | $193.8M | $0 | 7 | 174 |
| Mar 2022 | $193.8M | $193.8M | $0 | 7 | 174 |
| Mar 2022 | $193.8M | $193.8M | $0 | 7 | 174 |
| Mar 2021 | $201.1M | $201.1M | $0 | 5 | 167 |
| Mar 2021 | $201.1M | $201.1M | $0 | 5 | 167 |
| Oct 2020 | $167.2M | $167.2M | $0 | 4 | 150 |
| Jun 2020 | $167.2M | $167.2M | $0 | 5 | 150 |
| Mar 2020 | $167.2M | $167.2M | $0 | 5 | 150 |
| Mar 2019 | $131.6M | $131.6M | $0 | 5 | 137 |
| Mar 2018 | $139.5M | $139.5M | $0 | 5 | 133 |
| Jun 2017 | $119.2M | $119.2M | $0 | 5 | 26 |
| Mar 2017 | $119.2M | $119.2M | $0 | 5 | 26 |
| Dec 2016 | $115.1M | $115.1M | $0 | 4 | 26 |
| Mar 2016 | $115.1M | $115.1M | $0 | 4 | 26 |
| Mar 2015 | $119.3M | $119.3M | $0 | 4 | 100 |
| Mar 2014 | $118.6M | $118.6M | $0 | 3 | 100 |
| Nov 2013 | $108.8M | $108.8M | $0 | 3 | 107 |
| Mar 2013 | $108.8M | $108.8M | $0 | 3 | 107 |
| Dec 2012 | $100.8M | $100.8M | $0 | 3 | 104 |
| Mar 2012 | $100.8M | $100.8M | $0 | 1 | 104 |
| Mar 2011 | $100.8M | $100.8M | $0 | 5 | -- |
| Mar 2010 | $89M | $89M | $0 | 5 | -- |
| Mar 2008 | $77.9M | $77.9M | $0 | 5 | -- |
| Sep 2007 | $70.8M | $70.8M | $0 | 5 | -- |
| Mar 2007 | $70.8M | $70.8M | $0 | 5 | -- |
| Mar 2006 | $62.2M | $62.2M | $0 | 5 | -- |
| Sep 2005 | $59.6M | $59.6M | $0 | 5 | -- |
| Apr 2004 | $37.9M | $37.9M | $0 | 5 | -- |
| Mar 2002 | $30.5M | $30.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees7
Clients207
DateMar 2025
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees7
Clients207
DateMar 2024
Total AUM$190.2M
Discretionary$190.2M
Non-Disc.$0
Employees7
Clients202
DateMar 2023
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees7
Clients167
DateNov 2022
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees7
Clients174
DateApr 2022
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees7
Clients174
DateMar 2022
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees7
Clients174
DateMar 2022
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees7
Clients174
DateMar 2021
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees5
Clients167
DateMar 2021
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees5
Clients167
DateOct 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees4
Clients150
DateJun 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees5
Clients150
DateMar 2020
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees5
Clients150
DateMar 2019
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees5
Clients137
DateMar 2018
Total AUM$139.5M
Discretionary$139.5M
Non-Disc.$0
Employees5
Clients133
DateJun 2017
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients26
DateMar 2017
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients26
DateDec 2016
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees3
Clients100
DateNov 2013
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees3
Clients107
DateMar 2013
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees3
Clients107
DateDec 2012
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees3
Clients104
DateMar 2012
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees1
Clients104
DateMar 2011
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients--