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Sage Financial Advisors Inc.

● SEC registered since 2001CRD 116933SEC# 801-60717Scottsdale, AZ
Export (members)
Reg. AUM
$219.4M
Employees
7
Accounts
332
Location
Scottsdale, AZ

Sage Financial Advisors Inc. assets under management

Sage Financial Advisors Inc. is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2001. It reports $219.4 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Sage Financial Advisors Inc. owners & executives

4 reported
NameTitleOwnershipSince
Ka & Jl Christensen Family Trust ControlShareholderOver 75%2015
Kelly Alan Christensen ControlPresident, Director, Chief Compliance OfficerUnder 5%1999
Julia L. Christensen ControlTrustee & Beneficiary—2015
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Frequently asked questions

How much does Sage Financial Advisors Inc. manage?

Sage Financial Advisors Inc. reports $219.4 million in regulatory assets under management on its Form ADV.

How many employees does Sage Financial Advisors Inc. have?

Sage Financial Advisors Inc. reports 7 employees.

Where is Sage Financial Advisors Inc. located?

Sage Financial Advisors Inc. is based in Scottsdale, AZ and has been SEC-registered since 2001.

Does Sage Financial Advisors Inc. disclose fund performance?

Sage Financial Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8980 E. Raintree Drive, Suite 120, Scottsdale, AZ 85260
Phone480-305-8060
Fax480-305-8061
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$219.4M
Non-discretionary$0
Total (RAUM)$219.4M