SAGE ADVISORY GROUP, LLC
CRD #136362 SEC #801-64517 BOSTON, MA 617-367-6601
SEC Registered Disclosures
Total AUM
$111M
Discretionary
$108M
Employees
1
Clients
--
Accounts
305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $111M | $108M | $3M | 1 | 200 |
| Mar 2011 | $123.1M | $120.6M | $2.6M | 5 | -- |
| Oct 2010 | $114.5M | $0 | $114.5M | 5 | -- |
| Mar 2010 | $114.5M | $0 | $114.5M | 5 | -- |
| Mar 2009 | $80M | $0 | $80M | 5 | -- |
| Mar 2007 | $130M | $0 | $130M | 5 | -- |
| Mar 2006 | $110M | $0 | $110M | 5 | -- |
| Nov 2005 | $88.4M | $0 | $88.4M | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$111M
Discretionary$108M
Non-Disc.$3M
Employees1
Clients200
DateMar 2011
Total AUM$123.1M
Discretionary$120.6M
Non-Disc.$2.6M
Employees5
Clients--
DateOct 2010
Total AUM$114.5M
Discretionary$0
Non-Disc.$114.5M
Employees5
Clients--
DateMar 2010
Total AUM$114.5M
Discretionary$0
Non-Disc.$114.5M
Employees5
Clients--
DateMar 2009
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees5
Clients--
DateMar 2007
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--
DateMar 2006
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--
DateNov 2005
Total AUM$88.4M
Discretionary$0
Non-Disc.$88.4M
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--