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 organized as a limited liability company and has been registered with the SEC since 2006. The firm appears to be owned by an individual rather than a corporate or institutional parent. Classification fields in the available data are unclassified, and the profile does not identify the firm as a capital allocator, multi-state adviser, pension consultant, or related adviser. The record also notes the firm is not an active ESG investor and is not newly formed. No substantive detail about Sage Canyon’s investment strategy, client segments, fee schedules, or advisory activities was provided in the source data.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth