SAGE FINANCIAL GROUP INC. of WEST CONSHOHOCKEN, PA is an SEC-registered investment adviser (CRD 116574). Regulatory assets under management: $4.3B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| 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 | — |