Sage Financial Advisors Inc.
● SEC registered since 2001CRD 116933SEC# 801-60717Scottsdale, AZ
Reg. AUM
$270.3M
Employees
7
Accounts
348
Location
Scottsdale, AZ
Sage Financial Advisors Inc. assets under management
Sage Financial Advisors Inc. is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2001. It reports $270.3 million in regulatory assets under management and employs 7 people.
Sage Financial Advisors Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ka & Jl Christensen Family Trust Control | Shareholder | Over 75% | 2015 |
| Kelly Alan Christensen Control | President, Director, Chief Compliance Officer | Under 5% | 1999 |
| Julia L. Christensen Control | Trustee & Beneficiary | — | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Sage Financial Advisors Inc. manage?
Sage Financial Advisors Inc. reports $270.3 million in regulatory assets under management on its Form ADV.
How many employees does Sage Financial Advisors Inc. have?
Sage Financial Advisors Inc. reports 7 employees.
Where is Sage Financial Advisors Inc. located?
Sage Financial Advisors Inc. is based in Scottsdale, AZ and has been SEC-registered since 2001.
Does Sage Financial Advisors Inc. disclose fund performance?
Sage Financial Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8980 E. Raintree Drive, Suite 120, Scottsdale, AZ 85260 |
| Phone | 480-305-8060 |
| Fax | 480-305-8061 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$270.3M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$270.3Mregulatory AUM
Discretionary $270.3M