Sage Financial Group Inc.

EST. AUM
$4,291,847,204

CONTACTS
14

CLIENT ACCOUNTS
4,334

Firm Details

Metro area Philadelphia
CRD Number 116574
Website sagefinancial.com
Client types

Overview

Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides customized investment management and financial planning services for more than 600 high-net-worth clients. Sage has been recognized as a top wealth manager nationally by industry publications Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, and locally, by the Philadelphia Business Journal and Philadelphia Magazine. Sage has been featured and/or cited in The Wall Street Journal, SmartMoney magazine, Financial Planning magazine, Inc. magazine and CNBC. In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored 'The Sage Guide to Mutual Funds' (HarperCollins) and have identified alternative private investments for their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sage Financial Group Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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