Sage Financial Group Inc.
Firm details
- Headquarters
- West Conshohocken, Pennsylvania
- CRD number
- 116574
- Registered since
- October 25, 2002
- Website
- www.sagefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI92.66%
- Individuals3.69%
- Pooled Investment Vehicles2.03%
- Charitable Organizations1.04%
- Pension & Profit Sharing Plans0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sage Financial Group Inc. is an independent, privately held registered investment adviser that has been SEC-registered since 2002. The firm serves both individual/family and institutional clients and operates as a capital allocator that constructs portfolios directly and by selecting outside managers. Its advisory services include financial planning and portfolio management for individuals, pooled vehicles, and businesses or institutions, plus manager selection. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Sage reports being an active ESG investor and has been recognized in industry rankings (multiple CNBC Top 100 placements, FA Magazine Top RIA Firms 2020, Financial Times Top 300 RIA Firms 2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities6%
- Non-Investment Grade Corp Bonds6%
- Cash & Cash Equivalents6%
- Private Funds3%
Contacts
3 of 20
Daniel Hochbaum
Senior Investment AnalystCRD 6200697
Stephen Cohn
Co-Founder & Co-PresidentCRD 1966975
William Malloy
Investment AnalystCRD 6796623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$1.9B in ETFs
99%
$1.9B
<1%
$28.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $677M | 23,002,052 | 35.76% |
Location
West Conshohocken, PA
Montgomery
Location
West Conshohocken, PA
Headquartered in West Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 5 Tower Brg Barr Hbr Dr
- Time zone
- ET (UTC-5)
- Office locations
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