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SAGE HILL ADVISORY AND MANAGEMENT LLC

SARATOGA SPRINGS, NY · CRD 149365 · IAPD ↗ · 518 763-6338

$73.3MRegulatory AUM
3Advisory reps
3Employees
5Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — SAGE HILL ADVISORY AND MANAGEMENT LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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