Sage Mountain Advisors
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
945 E Paces Ferry Rd NE Ste 2660, Atlant...Phone Number
(404) 795-8361Website
www.sagemountainadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
2
2
1
2
About Sage Mountain Advisors
Sage Mountain Advisors is a SEC-registered investment advisory firm managing over $7 billion in assets, offering a comprehensive and individualized approach to wealth management. The firm focuses on protecting and enhancing clients' net worth through tailored investment strategies and alternative investing opportunities. Sage Mountain prides itself on its transparent advisory fee model and fiduciary responsibility, ensuring clients receive objective guidance without product sales. Their clientele includes families and individuals seeking a collaborative partnership that extends beyond traditional investment advice.Explore more
Sage Mountain Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sage Mountain Advisors
<$5M
11-50
Private
-
2018
Whitney ImerajChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
-
CW
Clayton WrightCertified Financial Planner (Tm) & Wealth Advisor & Founder, Clayton Wright Wealth Management
Company Profile Activity
Activity Insights
Sage Mountain Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sage Mountain Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sage Mountain Advisors.
Sage Mountain Advisors Tech Stack
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Most Recent Scoops
Person-Based
Promotion
Executive Move
Facilities Relocation / Expansion
Sage Mountain Advisors is planning to move its offices in June 2021. The move will impact approximately 10 employees at their existing office located at 945 East Paces Ferry Rd Ne, Suite 2275, Atlanta, GA.
Real Estate
Facilities Relocation / Expansion
Sage Mountain Advisors News & Media
Jason Howard Joins Sage Mountain as Senior Investment Associate
ATLANTA--(BUSINESS WIRE)--Sage Mountain Advisors, an independent wealth management firm, deepens investment research team’s expertise and guidance on alternative investmentsSage Mountain Accelerates Team Growth to Elevate Client Experience
ATLANTA--(BUSINESS WIRE)--Sage Mountain Advisors LLC (Sage Mountain), a leading, all-inclusive, independent wealth management firm, announced today it has expanded its team by over 30% in the past six months, while elevating senior roles in order to enhance the level of service for its select client base of entrepreneurs and high-net-worth families. Sage Mountain has grown to advise on over $2.5 billion in assets in the past four years by taking a holistic approach beyond traditionalAnna Esoda, CFA, Joins Sage Mountain as Senior Portfolio Manager
ATLANTA--(BUSINESS WIRE)--Anna Esoda, CFA, Joins Sage Mountain as Senior Portfolio Manager .Sage Mountain Names Tony Cox President
ATLANTA--(BUSINESS WIRE)--Boutique RIA Sage Mountain has appointed its Co-Founder and CIO as President of its firm.
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Frequently Asked Questions Regarding Sage Mountain Advisors
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Sage Mountain Advisors is a SEC-registered investment advisory firm managing over $7 billion in assets, offering a comprehensive and individualized approach to wealth management. The firm focuses on protecting and enhancing clients' net worth through tailored investment strategies and alternative investing opportunities. Sage Mountain prides itself... Read More
