SAGE FINANCIAL ADVISORS, LLC

SAGE FINANCIAL ADVISORS, LLC of RENO, NV is an SEC-registered investment adviser (CRD 107607). Regulatory assets under management: $220.2M.

Registration

Officers, owners & control persons (17)

NameRoleLocation
POWERS PATRICK DAVIDCHIEF FINANCIAL OFFICER
FRIEDMAN GREGORY HUGHCHIEF STRATEGY OFFICER
LOY BRIAN MATTHEWCHIEF COMPLIANCE OFFICER; OWNER/PRESIDENT; SENIOR VICE PRESIDENT (+1 more)
PAGE ANDREWSHAREHOLDER
TEILGLAND STANSHAREHOLDER
YOUNG WILLIAMSHAREHOLDER
MORIARTY MICHAEL JOSEPHCHIEF INVESTMENT OFFICER
SCHNEIDER BRETT RONALDDIRECTOR
LIESER LORI MICHELLVICE PRESIDENT
HERBOLSHEIMER CORBET CHRISTIANOPERATIONS MANAGER
GRIFFIN KIRSTIN LYNNSHAREHOLDER; SHAREHOLDER/CHIEF COMPLIANCE OFFICER
LAMENA MICHAEL ANTHONYCHIEF EXECUTIVE OFFICER
SONTAG ERIC MATTHEWPRESIDENT & CHIEF OPERATIONS OFFICER
O'MALLEY EDWARD GEORGEDIRECTOR
DEL VALLE CISCO JCHIEF COMPLIANCE OFFICER
MOO VERONICA EI CHUNDIRECTOR
STASTNEY HOYT RONALDCHIEF LEGAL OFFICER

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