SAGE FINANCIAL MANAGEMENT GROUP, INC.

SAGE FINANCIAL MANAGEMENT GROUP, INC. of MCLEAN, VA is an SEC-registered investment adviser (CRD 143562). Regulatory assets under management: $423.2M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Jennifer Elise MyersPRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER
MYERS JENNIFER ELISEPRESIDENT, CHIEF COMPLIANCE OFFICER
FUHR MICHAEL ROBERTCHIEF OPERATIONS OFFICER
Catherine Anne-Mary Fellows-JaquetteCHIEF COMPLIANCE OFFICER

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