RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRANT, BENJAMIN, LEEIMANAGER; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIMANAGER; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIPRINCIPAL; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIPRINCIPAL; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIPRINCIPAL; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIMANAGER; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIMANAGER; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIPRINCIPAL; CHIEF COMPLIANCE OFFICERE Control
GRANT, BENJAMIN, LEEIPRINCIPAL; CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 22, 2012 REGISTERED

Notice Filings (8)

DC MA MD ME NH NY VA VT

Address

66 BEACON STREET
BOSTON, MA 02108
United States
Phone: 617-367-6601