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SAGE FINANCIAL GROUP INC.

Advisory

N·WEST CONSHOHOCKEN, PA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$4.3B

1-Year AUM Growth

+12.8%

3-Year CAGR

+6.3%

Employees

21

Assets Under Management

Total AUM$4.3B

Discretionary AUM$3.9B

Non-Discretionary AUM$386M

Discretionary %91%

Total Clients1,057

Team

Total Employees21

Investment Advisers28

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record92

First FilingOct 21, 2002

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 92 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SAGE FINANCIAL GROUP INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.