Investment adviser · CRD 152576
SAGE FUTURE FINANCIAL, LLC
Investment adviser filing (IA)
ALBUQUERQUE, NM, United States · Form ADV filed Mar 29, 2012
- Regulatory AUM
- $53.1M Form ADV · Item 5.F
- Client accounts
- 195 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4800 JUAN TABO NE, SUITE DALBUQUERQUE, NM, 87111, United States
CRD 152576
Filing source
Form ADV 623694 · Mar 29, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.