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PHILIP J. SAGAN FINANCIAL CONSULTING, INC.
CRD 130358
1087 BEACON STREET, SUITE 203, NEWTON, MA, 02459, United States
Phone
617-244-9700
Fax
617-244-9707
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD