Sage Advisory Services Revenue and Competitors

Austin, TX USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Sage Advisory Services's estimated annual revenue is currently $12.3M per year.(i)
  • Sage Advisory Services's estimated revenue per employee is $231,283

Employee Data

  • Sage Advisory Services has 53 Employees.(i)
  • Sage Advisory Services grew their employee count by -7% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$75.1M4631%$8MN/A
#2
$40.5M1628%N/AN/A
#3
$14.5M714%N/AN/A
#4
$6.4M3716%N/AN/A
#5
$8M445%N/AN/A
#6
$6.9M31-6%N/AN/A
#7
$2.6M19N/AN/AN/A
#8
$20.2M8910%N/AN/A
#9
$52.7M211-3%N/AN/A
#10
$0.1M1-50%N/AN/A
Add Company

Sage Advisory Services, Ltd. Co. is an Austin, Texas based registered investment advisory firm dedicated to providing custom-designed, dependable investment management and portfolio evaluation services. Sage offers a client liability-oriented approach to investing that is based upon well-developed risk control disciplines designed to work in all financial climates. We specialize in fixed income portfolio management for tax-sensitive and tax-exempt clients in addition to portfolio diagnostics, risk analysis, and liability measurement and management programs. Sage uses strong risk-control disciplines in a process that is consistent and repeatable. Sage provides both portfolio management and quantitative research services for both institutions and individuals. Institutional clients include retirement plans, insurance companies, and groups with general liability funding needs. Each client receives custom designed asset/liability portfolio management solutions. Seasoned professionals offering a combined experience of over 150 years staff the firm. The independent, privately held firm is 100% employee owned.

keywords:N/A

N/A

Total Funding

53

Number of Employees

$12.3M

Revenue (est)

-7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Sage Advisory Services News

2022-04-13 - Global sustainable bond issuance takes Q1 hit on Ukraine crisis

Andrew Poreda, senior ESG research analyst at Sage Advisory Services, said inflationary pressures, which have been exacerbated by the...

2022-04-06 - Sage Mountain Accelerates Team Growth to Elevate Client ...

Sage Mountain Advisors LLC is an all-inclusive wealth management firm and alternative investment community, providing concierge-level service...

2022-03-30 - Sage Advisory Releases Inaugural CSR Report

AUSTIN, Texas, March 31, 2022 /PRNewswire/ -- In its first published Corporate Social Responsibility (CSR) Report, Sage Advisory Services...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5.7M53-20%N/A
#2
$10.5M53N/AN/A
#3
$12M53-2%N/A
#4
$6.9M53-10%N/A
#5
$6.9M53-10%N/A