Sage Canyon Advisors, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Boulder, Colorado
CRD number
139688
Registered since
August 15, 2006

Firm profile

FINTRX

Overview

Sage Canyon Advisors, LLC is a limited liability company that has been SEC-registered since 2006 and is owned by an individual. The firm is classified in FINTRX as "Unclassified" and the profile indicates it is not a capital allocator, not an active ESG investor, and does not operate as a multi-state adviser. Several typical disclosure fields — including client base, fee structure, and detailed advisory or business activities — are not populated in the available record. The firm’s FINTRX entry contains minimal descriptive material and does not list affiliations or industry activities. That limited public profile makes it difficult to characterize the firm’s client focus, service model, or investment orientation from the available data alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Michael Moniz

    Michael Moniz

    Co-Founder & Managing DirectorCRD 5097236

  • Christopher Blisard

    Christopher Blisard

    FounderCRD 5097785

  • Peter-christian Olivo

    Peter-christian Olivo

    ManagerCRD 5100655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
433 Canyonside Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth