Alan Jeffrey Cohn
Co-President, Cfo, Cio, DirectorSage Financial Group Inc.CRD 1765469
About Alan Jeffrey Cohn
Alan Jeffrey Cohn is listed as Co-President, Cfo, Cio, Director at Sage Financial Group Inc. in West Conshohocken, PA. Form ADV reports a beneficial ownership band of Under 5%. Alan Jeffrey Cohn is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Sage Financial Group Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alan Jeffrey Cohn work?
Alan Jeffrey Cohn is listed as Co-President, Cfo, Cio, Director at Sage Financial Group Inc. on SEC Form ADV.
How much of Sage Financial Group Inc. does Alan Jeffrey Cohn own?
Form ADV reports a beneficial ownership band of Under 5%.
Sage Financial Group Inc.
| Title | Co-President, Cfo, Cio, Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1991 |
Sage Financial Group Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2026 |