Sage Canyon Advisors, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 139688
- Registered since
- August 15, 2006
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Michael Moniz
Co-Founder & Managing DirectorCRD 5097236

Christopher Blisard
FounderCRD 5097785

Peter-christian Olivo
ManagerCRD 5100655
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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