Falists
← Back to search

SAGE INVESTMENT COUNSEL

SAGE INVESTMENT COUNSEL LLC

CRD 116907 · SEC 801-121406

Visit website

142 5TH AVENUE NORTH, SUITE A, FRANKLIN, TN, 37064, United States

Phone

615-591-1210

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$164.6M

Discretionary AUM

$164.6M

Team

4 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPORTFOLIO MONITORING & REPORTING SERVICES

Client types

TypeClientsAUM
Individuals46$10.8M
High net worth individuals33$153.8M

States served

NE, TN, TX

All web addresses on file

Official SEC filing: View on IAPD