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ASAGE FINANCIAL LLC
CRD 140805
954 RISA ROAD, SUITE B, LAFAYETTE, CA, 94549, United States
Phone
(925) 984-9100
Fax
(925) 385-0622
Registration
— (—)
Source
State registered
Total AUM
$28.3M
Discretionary AUM
$28.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $7.1M |
| High net worth individuals | 13 | $20.5M |
All web addresses on file
Official SEC filing: View on IAPD