SAGEWELL INVESTMENT ADVISORS, LLC

SAGEWELL INVESTMENT ADVISORS, LLC of CAMBRIDGE, MA is an SEC-registered investment adviser (CRD 323174). Regulatory assets under management: $224K.

Registration

• CRD: 323174
• SEC file number: 801-126656
• Type: Registered investment adviser
• Location: 955 MASSACHUSETTS AVE, #220, CAMBRIDGE, MA, 02139
• Phone: 617-397-3764
• Latest filing: 2023-01-31
• Regulatory AUM: $224K
• Discretionary AUM: $224K
• Clients: 10
• Accounts: 26

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 323174 on SEC IAPD (source of record)
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