ASAGE FINANCIAL LLC

Overview

Asage Financial LLC is a small, independent registered investment adviser that manages portfolios for individuals and families with a mix of ongoing financial planning and discretionary portfolio management. The firm leans into liquid, listed securities—exchange-traded equities and ETFs are the dominant vehicles—supplemented by mutual funds where appropriate. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suits both ongoing wealth management relationships and project-based financial planning work. Service set focuses on comprehensive financial planning and portfolio management for individuals, small businesses and select institutional/business clients. The adviser reports no active ESG investing program and does not identify as a multi-state or pension consultant adviser. Custody and trade execution are centralized through a single custodian, which supports a streamlined operational model for a boutique practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices