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SAGE INVESTMENT ADVISERS LLC
CRD 304559 · SEC 801-116929
1829 SOUTH ROAD, WAPPINGERS FALLS, NY, 12590, United States
Phone
(845) 240-1551
Fax
(845) 240-1552
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.4M
Discretionary AUM
$268.4M
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $68.4M |
| High net worth individuals | 75 | $200.0M |
States served
AZ, CA, NJ, NY, PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD