SEC Form ADV · CIK 882119

SAGE FINANCIAL GROUP INC.

Registered Investment AdviserPAReal Estate
$4.3B
Assets Under Management
4,334
Total Clients
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Registration Details

CIK
882119
Accession
CRD-116574
Location
WEST CONSHOHOCKEN, PA
Filing Date
May 19, 2026
AUM
$4.3B
Total Clients
4,334
Amendment
No

Investment Strategies

Real Estate

About this Adviser

SAGE FINANCIAL GROUP INC. is a registered investment adviser headquartered in WEST CONSHOHOCKEN, PA, managing approximately $4.3B in assets across 4,334 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.