SAGE 360 ADVISORS LLC of ALBANY, NY is an SEC-registered investment adviser (CRD 143680). Regulatory assets under management: $21.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| PEER KATHLEEN CECELIA | SENIOR MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| TOFFEL PHILIP JOHN | SENIOR MANAGING DIRECTOR | — |
| ANTALEK FRANCIS MICHAEL | CHIEF COMPLIANCE OFFICER | — |