Sage Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

300 Barr Harbor Dr Ste 200, Conshohocken...

Phone Number

(484) 342-4400

Revenue

$6.2 Million

Industry

Finance Securities Trading

About Sage Financial Group

Founded in 1989, Sage Financial Group is an independent, privately-held, registered investment advisor. Sage manages over $2 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients.Explore more
Sage Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Sage Financial Group Org Chart

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JG
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Director, Senior Investment Officer

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DR
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Senior Manager, Wealth

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BB
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Senior Manager, Wealth

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GR
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Senior Manager, Wealth

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GH
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Senior Manager, Wealth

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MH
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Senior Manager, Investment Reporting

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BK
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Senior Manager, Wealth

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DK
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Senior Manager, Wealth

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GM
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Wealth Executive & Manager

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AG
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Wealth Executive & Manager

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LS
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Wealth Executive & Manager

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Compare Similar Companies to Sage Financial Group

Compare insights from companies similar to Sage Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sage Financial Group

$6.2M
11-50
Private
<$5M
1989
JG
Joseph GallagherDirector, Senior Investment Officer
$41.2M
51-200
Private
-
2004
MO
Michael OliveriChief Financial Officer
$6.8M
11-50
Private
-
1999
DP
Douglas PrutzmanExecutive Vice President
<$5M
11-50
Private
-
1998
ND
Nicholas DorsettFinancial Professional
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
Illustration of an envelope

Sage Financial Group Tech Stack

A closer look at the technologies used by Sage Financial Group

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Frequently Asked Questions Regarding Sage Financial Group

What is Sage Financial Group's official website?
Sage Financial Group's official website is www.sagefinancial.com
What is Sage Financial Group's Revenue?
Sage Financial Group's revenue is $6.2 Million
What is Sage Financial Group's SIC code?
Sage Financial Group's SIC: 62,628
What is Sage Financial Group's NAICS code?
Sage Financial Group's NAICS: 52,523
How many employees does Sage Financial Group have?
Sage Financial Group has 11-50 employees
What industry does Sage Financial Group belong to?
Sage Financial Group is in the industry of: Finance, Securities Trading
What is Sage Financial Group competition?
Sage Financial Group top competitors include: Simon Quick Advisors, Portfolio Solutions, Ehrenkranz Partners, Seamount Financial Group
What technology does Sage Financial Group use?
Some of the popular technologies that Sage Financial Group uses are: WordPress.org, PHP, Cloudflare CDN, Google Cloud Web Serving
How do I contact Sage Financial Group?
Sage Financial Group contact info: Phone number: (484) 342-4400 Website: www.sagefinancial.com
What does Sage Financial Group do?

Founded in 1989, Sage Financial Group is an independent, privately-held, registered investment advisor. Sage manages over $2 billion of assets and provides investment management and financial planning services for more than 600 high-net-worth clients.... Read More

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

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