Sage Advisory Services Revenue and Competitors
Estimated Revenue & Valuation
- Sage Advisory Services's estimated annual revenue is currently $12.3M per year.
- Sage Advisory Services's estimated revenue per employee is $172,648
Employee Data
- Sage Advisory Services has 71 Employees.
- Sage Advisory Services grew their employee count by 9% last year.
Sage Advisory Services's People
Name | Title | Email/Phone |
---|---|---|
1 | Managing Partner, Chief Investment Strategist | Reveal Email/Phone |
2 | VP Finance | Reveal Email/Phone |
3 | VP, Portfolio Management | Reveal Email/Phone |
4 | VP - Quantitative Strategies | Reveal Email/Phone |
5 | VP, Quantitative Research | Reveal Email/Phone |
6 | VP Compliance | Reveal Email/Phone |
7 | AVP, Operations | Reveal Email/Phone |
8 | EVP - Director Institutional Business Development | Reveal Email/Phone |
9 | VP National Accounts | Reveal Email/Phone |
10 | VP, Senior Research Analyst | Reveal Email/Phone |
Sage Advisory Services Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $75.1M | 46 | 31% | $8M | N/A |
#2 | $40.5M | 162 | 8% | N/A | N/A |
#3 | $14.5M | 71 | 0% | N/A | N/A |
#4 | $6.4M | 37 | 16% | N/A | N/A |
#5 | $8M | 44 | 0% | N/A | N/A |
#6 | $6.9M | 33 | 0% | N/A | N/A |
#7 | $2.6M | 19 | N/A | N/A | N/A |
#8 | $23.6M | 104 | 8% | N/A | N/A |
#9 | $51.7M | 207 | -2% | N/A | N/A |
#10 | $0.1M | 1 | 0% | N/A | N/A |
What Is Sage Advisory Services?
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.
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Total Funding
71
Number of Employees
$12.3M
Revenue (est)
9%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Sage Advisory Services News
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Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $15.7M | 71 | -15% | $3M |
#2 | $6.5M | 71 | 0% | N/A |
#3 | $17.3M | 71 | -12% | N/A |
#4 | $17.3M | 71 | -4% | N/A |
#5 | $8M | 71 | 42% | $9.2M |