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SAGAMORE WEALTH MANAGEMENT, LLC
CRD 156447
400 TRADE CENTER, SUITE 5900, WOBURN, MA, 01801, United States
Phone
781-569-5909
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.5M
Discretionary AUM
$23.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2024-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $23.5M |
All web addresses on file
Official SEC filing: View on IAPD