SAGE Advisory Services Ltd Co
Legal Name: SAGE ADVISORY SERVICES LTD CO
Full Contact Details
SAGE Advisory Services Ltd Co
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, AUSTIN, TX
512-327-5530
512-327-5702
Other Info
SAGE Advisory Services Ltd Co, a Texas-based limited liability company, has 50 employees, with 33 holding advisory roles. The firm serves a small but dedicated client base of 17. Its approval by the U.S. Securities and Exchange Commission is listed as of September 1996, making it a trusted and established financial service provider.
Sage Advisory Services | Invest With Wisdom
We offer fixed-income asset management, tactical ETF strategies, and liability-driven solutions for institutional and private clients.
Sage Advisory Services | Invest With Wisdom
We offer fixed-income asset management, tactical ETF strategies, and liability-driven solutions for institutional and private clients.
Direct Owners
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GREGORY JOSEPH FIGARO
VICE PRESIDENT owns less than 5%
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JEFFERY SCOTT TIMLIN
VICE PRESIDENT owns less than 5%
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JOHN ROBERT SLAIS
CFO, CCO owns less than 5%
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MARK CORDES MACQUEEN
EXECUTIVE VICE PRESIDENT owns more than 25% but less than 50%
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MICHAEL DAVID WALTON
VICE PRESIDENT owns less than 5%
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PECK, JR., ROBERT, CHARLES
VICE PRESIDENT owns more than 5% but less than 10%
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ROBERT DONALD WILLIAMS
VICE PRESIDENT owns less than 5%
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ROBERT G SMITH
PRESIDENT AND CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
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SEAN CONAN KRASAN
VICE PRESIDENT owns more than 5% but less than 10%
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THOMAS HIDEO URANO
VICE PRESIDENT owns less than 5%