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Find, Compare and Monitor Financial Advisors at SAGE PARTNERS SECURITIES, LLC

CRD#: 104381
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SAGE PARTNERS SECURITIES, LLC is located at 11111 Santa Monica Boulevard, Suite 2200, Los Angeles, CA 90025 and was first established at Los Angeles, California in 06/26/2000. After operating for 25 years, SAGE PARTNERS SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SAGE PARTNERS SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SAGE PARTNERS SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SAGE PARTNERS SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SAGE PARTNERS SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SAGE PARTNERS SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SAGE PARTNERS SECURITIES, LLC Comes From

Understanding the Statistics for SAGE PARTNERS SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
11111 Santa Monica Boulevard, Suite 2200, Los Angeles, CA 90025
Mailing Address
11111 Santa Monica Boulevard, Suite 2200, Los Angeles, CA 90025
Firm Size
Small
Phone Number
(310) 478-7899
Established
California since 06/26/2000
Firm Type
Other Types of Legal Formation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
THE SAGE GROUP, LLCMEMBER
ALTMAN, PAUL TODDCCO3068843
COLLINS, ELIZABETH SARAHFINOP/CFO4714831
VIDERGAUZ, MARK STEVENCEO2694665

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at SAGE PARTNERS SECURITIES, LLC

EC

Elizabeth Sarah Collins

RR
CRD#: 4714831
Location:
San Rafael, CA 94903
Company:
FINANCIAL TELESIS INC
Disclosures:
Experience:
22 years
View Profile
MB

Matthew Solomon Bahar

RR
CRD#: 7602194
Location:
Los Angeles, CA 90025
Company:
SAGE PARTNERS SECURITIES, LLC
Disclosures:
Experience:
3 years
View Profile
GC

Grace E Custer

RR
CRD#: 7793655
Location:
Los Angeles, CA 90025
Company:
SAGE PARTNERS SECURITIES, LLC
Disclosures:
Experience:
2 years
View Profile
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