Sage Private Wealth is an investment advisor in Oakbrook Terrace with $354.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
454837234
SEC advisor number
801-119804
FINRA CRD number
173399
AUM ?
$364.44 mm
(as of 28 Mar 24)
Accounts
1,146
(as of 28 Mar 24)
Employees
13
(13 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
18 May 21
13F-HR
Quarterly holdings report by institutional manager
2 Mar 21