# SAGE FINANCIAL GROUP INC.

SAGE FINANCIAL GROUP INC. of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 116574
- Type: SEC-registered investment adviser
- SEC file number: 801-61553
- Location: FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE, SUITE 200, WEST CONSHOHOCKEN, PA, 19428
- Phone: 484-342-4400
- Latest filing: 2026-06-30
- Regulatory AUM: $4.3B
- Discretionary AUM: $3.9B
- Non-discretionary AUM: $386.3M
- Clients: 28
- Accounts: 4,334

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Alan Jeffrey Cohn | CO-PRESIDENT, CFO, CIO, DIRECTOR; TRUSTEE | — |
| Stephen Leonard Cohn | CO-PRESIDENT, COO, DIRECTOR; TRUSTEE | — |
| John James Sion | CHIEF COMPLIANCE OFFICER, PARTNER | — |
| Mitchell Evan Bednoff | VICE PRESIDENT, PARTNER | — |
| COHN DAVID MARTIN | CEO, DIRECTOR | — |
| COHN ALAN JEFFREY | CO-PRESIDENT, CFO, CCO, DIRECTOR; CO-PRESIDENT, CFO, CHIEF COMPLIANCE OFFICER, DIRECTOR; CO-PRESIDENT, CFO, CIO, DIRECTOR (+1 more) | — |
| COHN STEPHEN LEONARD | CO-PRESIDENT, COO, CIO, DIRECTOR; CO-PRESIDENT, COO, DIRECTOR | — |
| SION JOHN JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER | — |
| BEDNOFF MITCHELL EVAN | PARTNER; VICE PRESIDENT, PARTNER | — |
| Darlene L Cohn | TRUSTEE | — |
| Ivy Lauren Cohn | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116574/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116574/similar
- Related entities: https://search.stillhousedata.com/firm/116574/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116574

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.