Sage Advisors

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

115 2nd Ave N Ste 200, Edmonds, Washingt...

Phone Number

(206) 516-7991

Revenue

$6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
2
1
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1

About Sage Advisors

Sage Advisors, LLC is a Registered Investment Advisor (RIA) firm dedicated to providing personalized financial planning and investment management services. They focus on understanding clients' values and goals to offer tailored education and support for confident financial decision-making. Their client base includes young professionals, families, and retirees, who value a fulfilling life and choose to delegate financial responsibilities. The firm emphasizes long-term investment strategies and partnerships to create sustainable portfolios that adapt to clients' evolving needs.Explore more
Sage Advisors's Social MediaPopular SearchesSAGE Advisors LLCSage Advisors IncSAGE AdvisorsSage Advisers LLCRussell Sage Realty IncSIC Code 62,628NAICS Code 52,523Show more

Sage Advisors Org Chart

Sage Amdahl, Chief Executive Officer at Sage Advisors
United States flag for contact location.

Chief Executive Officer

PhoneEmail
LM
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President

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sage Advisors

$6M
1-10
Private
-
2001
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sage Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sage Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sage Advisors.

Sage Advisors Tech Stack

A closer look at the technologies used by Sage Advisors

Top Finance Companies

Frequently Asked Questions Regarding Sage Advisors

What is Sage Advisors's official website?
Sage Advisors's official website is www.sageadvisorsllc.com
What is Sage Advisors's Revenue?
Sage Advisors's revenue is $6 Million
What is Sage Advisors's SIC code?
Sage Advisors's SIC: 62,628
What is Sage Advisors's NAICS code?
Sage Advisors's NAICS: 52,523
How many employees does Sage Advisors have?
Sage Advisors has 1-10 employees
What industry does Sage Advisors belong to?
Sage Advisors is in the industry of: Finance, Securities Trading
What is Sage Advisors competition?
Sage Advisors top competitors include: Sterling Total Wealth Solutions, Wealth Advisory Services, Reynolds Wealth Management, Focus Financial Network
What companies has Sage Advisors acquired?
Sage Advisors has acquired the companies: Infineo, Best Software, JSI Fundraising Systems, Federal Liaison Services
What technology does Sage Advisors use?
Some of the popular technologies that Sage Advisors uses are: Drupal, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Sage Advisors?
Sage Advisors contact info: Phone number: (206) 516-7991 Website: www.sageadvisorsllc.com
What does Sage Advisors do?

Sage Advisors, LLC is a Registered Investment Advisor (RIA) firm dedicated to providing personalized financial planning and investment management services. They focus on understanding clients' values and goals to offer tailored education and support for confident financial decision-making. Their client base includes young professionals, families, a... nd retirees, who value a fulfilling life and choose to delegate financial responsibilities. The firm emphasizes long-term investment strategies and partnerships to create sustainable portfolios that adapt to clients' evolving needs.Read More

What are Sage Advisors social media links?
Sage Advisors Twitter page
Is Sage Advisors a public company?
Sage Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sage Advisors

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