Sage Advisory Services, Ltd.Co. is an investment advisor in Austin with $15.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
742798841
SEC advisor number
801-52937
FINRA CRD number
106236
AUM ?
$22.69 bn
(as of 28 Mar 24)
Accounts
8,128
(as of 28 Mar 24)
Employees
53
(35 investment advisory or research)
Address
Sage Advisory Services, Ltd.Co.
5900 SOUTHWEST PARKWAY
#1, SUITE 100
AUSTIN
TX 78735
5900 SOUTHWEST PARKWAY
#1, SUITE 100
AUSTIN
TX 78735
Phone
512-327-5530
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22