SAGE FINANCIAL ADVISORS INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 116933). Regulatory assets under management: $270.3M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Kelly Alan Christensen | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER; TRUSTEE & BENEFICIARY | — |
| Julia L Christensen | TRUSTEE & BENEFICIARY | — |
| CHRISTENSEN GLADE L | TRUSTEE & BENEFICIARY | — |
| CHRISTENSEN KELLY ALAN | PRESIDENT, DIRECTOR; PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER; TRUSTEE & BENEFICIARY | — |
| RAUCH DAVID | VICE PRESIDENT, DIRECTOR | — |
| EVERROAD MATTHEW OLDHAM | SECRETARY, DIRECTOR | — |
| HERMANSON JON DAVID | TREASURER, DIRECTOR | — |
| CHRISTENSEN KELLY | PRESIDENT, DIRECTOR | — |
| Julia L. Christensen | TRUSTEE & BENEFICIARY | — |