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SAGE FINANCIAL GROUP INC.
CRD 116574 · SEC 801-61553
FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE, SUITE 200, WEST CONSHOHOCKEN, PA, 19428, United States
Phone
484-342-4400
Fax
484-537-0550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.29B
Discretionary AUM
$3.91B
Team
28 total employees; 21 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 386 | $158.2M |
| High net worth individuals | 715 | $3.98B |
| Pooled investment vehicles | 4 | $87.0M |
| Pension/profit sharing plans | 3 | $22.2M |
| Charitable organizations | 7 | $44.5M |
| Corporations/business entities | 1 | $3.1M |
States served
AZ, CA, CO, DE, DC, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD