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SAGE ADVISORY SERVICES LTD CO

AUSTIN, TX · CRD 106236 · IAPD ↗ · sageadvisory.com · 512-327-5530

$28.43BRegulatory AUM
37Advisory reps
58Employees
15Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2024 — SAGE ADVISORY SERVICES LTD CO reported RAUM up 48% ($15.32B -> $22.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.