RIA Intelligence

SAGE 360 ADVISORS LLC

CRD #143680 SEC #801-67792 STUYVESANT, NY 518-465-4642
SEC Registered
Total AUM
$47.5M
Discretionary
$47.5M
Employees
5
Clients
10
Accounts
65

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 30, 2010
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
ANTALEK, FRANCIS, MICHAELICHIEF COMPLIANCE OFFICERNA Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
PEER, KATHLEEN, CECELIAISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control
TOFFEL, PHILIP, JOHNISENIOR MANAGING DIRECTORD Control

Registrations

Federal

IA
Apr 30, 2010 REGISTERED

Notice Filings (1)

NY

Address

15 CHURCH STREET
STUYVESANT, NY 12173
United States
Phone: 518-465-4642