The Sfg Trust
ShareholderSage Financial Group Inc.
About The Sfg Trust
The Sfg Trust is listed as Shareholder at Sage Financial Group Inc. in West Conshohocken, PA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Sage Financial Group Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Sfg Trust work?
The Sfg Trust is listed as Shareholder at Sage Financial Group Inc. on SEC Form ADV.
How much of Sage Financial Group Inc. does The Sfg Trust own?
Form ADV reports a beneficial ownership band of 25-50%.
Sage Financial Group Inc.
| Title | Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |