Dakota
Dakota
Book a Demo
Talk to an Expert

Sage Investment Counsel

EST. AUM
$164,594,287

CONTACTS
2

CLIENT ACCOUNTS
227

Firm Details

Metro area Nashville
CRD Number 116907
Website sageinv.com
Client types

Overview

Sage Investment Counsel LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. The investment professionals with Sage combine for over 80 years of investment management and financial consulting experience. Currently located in Franklin, Tennessee, Sage provides a wide range of investment services to high-net-worth investors.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy