SAGE Financial Group Inc
Legal Name: SAGE FINANCIAL GROUP INC.
Full Contact Details
SAGE Financial Group Inc
FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE, SUITE 200, WEST CONSHOHOCKEN, PA
484-342-4400
484-537-0550
Other Info
SAGE Financial Group Inc, a PA Corporation with 22 employees, of which 16 hold advisory roles, has a proven record of regulatory approval, having been granted SEC status with a registration date of Oct 25, 2002. There is no information available on the number of clients they serve.
Sage Financial Group - Investment and Wealth Management
Sage Financial is an independent fee-only financial adviser (RIA) firm. We help our clients achieve financial goals through strategic planning and management.
Direct Owners
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ALAN JEFFREY COHN
CO-PRESIDENT, CFO, CIO, DIRECTOR owns more than 25% but less than 50%
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JOHN JAMES SION
CHIEF COMPLIANCE OFFICER, PARTNER owns more than 5% but less than 10%
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MITCHELL EVAN BEDNOFF
PARTNER owns more than 5% but less than 10%
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STEPHEN LEONARD COHN
CO-PRESIDENT, COO, DIRECTOR owns more than 25% but less than 50%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
WSFS BANK
United States