Sage Private Wealth Group, LLC
Firm details
- Headquarters
- Oakbrook Terrace, Illinois
- CRD number
- 173399
- Registered since
- November 16, 2020
- Website
- www.sageprivatewealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.52%
- Individuals6.43%
- Business Development Companies2.58%
- Other0.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sage Private Wealth Group, LLC is an independent wealth advisory firm organized as an LLC and owned by an individual. The firm is registered with the SEC (registered in 2020) and charges clients on a percentage-of-AUM fee model. Its client mix includes high-net-worth individuals and families as well as institutional clients. Primary advisory activity centers on discretionary portfolio management for individuals, small businesses, and for businesses or institutions. The firm does not identify as a capital allocator and is not positioned as an ESG-focused investment manager.
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 Funds66%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds3%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$291M in ETFs
67%
$195M
27%
$96M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND (FDT) | First Trust | Passive | Foreign Large Value | $23.1M | 246,056 | 7.92% |
Location
Oakbrook Terrace, IL
Du Page
Location
Oakbrook Terrace, IL
Headquartered in Oakbrook Terrace, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 18 W140 Butterfield Rd
- Time zone
- CT (UTC-6)
- Office locations
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