SAGE FINANCIAL ADVISORS INC.
SEC file number 801-60717
· SCOTTSDALE, AZ
https://sage.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$190.2M
Discretionary AUM
$190.2M
Employees
7
Clients
202
Firm
- Address
- 8980 E. RAINTREE DRIVE
SCOTTSDALE, AZ 85260 - Phone
- —
- Website
- https://sage.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- AdvisorNet Financial, Inc Medium name-match confidence · CIK 1409362 · MN
- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
-
AdvisorNet Financial, Inc · D/A · Apr 21, 2026
-
AdvisorNet Financial, Inc · D/A · Apr 15, 2025
-
Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M