Overview
Assets Under Management: $3.4 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 156
Average Client Assets: $21 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 156
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.57
Average High-Net-Worth Client Assets: $21 million
Total Client Accounts: 174
Discretionary Accounts: 170
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 298593
Last Filing Date: 2025-02-28 00:00:00
Website: https://www.linkedin.com/company/sage-mountain-advisors/