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SAGE FINANCIAL ADVISORS INC.

SCOTTSDALE, AZ · CRD 116933 · IAPD ↗ · 480-305-8060

$270.3MRegulatory AUM
5Advisory reps
7Employees
205Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — SAGE FINANCIAL ADVISORS INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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