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SAGE HILL ADVISORY AND MANAGEMENT LLC

CRD 149365 · SEC 801-69957

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55 RAILROAD PLACE, SUITE 201, SARATOGA SPRINGS, NY, 12866, United States

Phone

518 763-6338

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$73.3M

Discretionary AUM

$73.3M

Team

3 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals2$1.8M
High net worth individuals15$71.5M
Corporations/business entities3$0

States served

NY

All web addresses on file

Official SEC filing: View on IAPD