PHILIP J. SAGAN FINANCIAL CONSULTING, INC.

PHILIP J. SAGAN FINANCIAL CONSULTING, INC. of NEWTON, MA is an SEC-registered investment adviser (CRD 130358).

Registration

• CRD: 130358
• Type: Registered investment adviser
• Location: 1087 BEACON STREET, SUITE 203, NEWTON, MA, 02459
• Phone: 617-244-9700
• Latest filing: 2026-03-14
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130358 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search