Sage Advisors

Financial Services • Sarasota, Florida, United States • 11-20 Employees

Company overview

Headquarters	1330 Main St, Sarasota, Florida 34236, US
Phone number	+12026053677348
Websites	sageadv.net financialguide.com
NAICS	52
Employees	11-20
Socials

Key Contact at Sage Advisors

Alison Gardner

Founder & Ceo, Wealth Management Advisor

Sage Advisors Email Formats

Sage Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@financialguide.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@financialguide.com	100%

About Sage Advisors

At Sage Advisors, we work with clients of all ages and backgrounds who have at least a million dollars of liquid assets. Our clients are extremely varied in gender, age, ethnicity, and temperament. We ask them to partner with us to help create customized portfolios to reflect their financial objectives. At Sage, the more we know about someone, the better we can create a portfolio to serve their needs. We invest a lot in our process and continuing education. The longevity of our client relationships reflects that. We have managed portfolios for as many as four generations in the same family.

Sage Advisors revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding