| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Claire Hartman | Vice President | Under 5% | 2021 |
| Andrew Kemett Demand | Vice President | Under 5% | 2021 |
| Jeffery Scott Timlin | Vice President | 5-10% | 2009 |
Sage Advisory Services Ltd Co reports $25 billion in regulatory assets under management on its Form ADV.
Sage Advisory Services Ltd Co reports 58 employees.
Sage Advisory Services Ltd Co is based in Austin, TX and has been SEC-registered since 1996.
Sage Advisory Services Ltd Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5900 Southwest Parkway, Building 1, Suite 100, Austin, TX 78735-6202 |
| Phone | 512-327-5530 |
| Fax | 512-327-5702 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1534378 |
| Discloses disciplinary history | No |
| Discretionary | $24.86B |
| Non-discretionary | $116.1M |
| Total (RAUM) | $24.98B |