SAGE ADVISORS, LLC of EDMONDS, WA is an SEC-registered investment adviser (CRD 301328). Regulatory assets under management: $575.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Russell Darin Cole | MANAGER | — |
| Jordan Donald Cole | CFO; MEMBER | — |
| Michael Joseph Helke | CHIEF COMPLIANCE OFFICER | — |
| Michaela Lynne Griggs | MEMBER | — |
| Brandon Russell Cole | MEMBER | — |
| COLE RUSSELL DARIN | MANAGER | — |
| HEIA DAVID O | MEMBER | — |
| COLE JORDAN DONALD | MEMBER | — |
| HELKE MICHAEL J | CHIEF COMPLIANCE OFFICER | — |
| HEIA DAVID OLAF | MEMBER | — |
| HELKE MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER | — |