Active
SAGE ADVISORS, LLC
Investment Advice|EDMONDS, WA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$482.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 450.0M |
| Non-Discretionary | 32.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 301328 |
| SEC Number | 801-115281 |
| Street Address | 115 2ND AVENUE NORTH |
| Street Address 2 | SUITE 200 |
| Location | EDMONDS, WA 98020 |
| Country | United States |
| Phone | 206-516-7991 |
| Total Employees | 10 |
Client Count by Type (674 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 537 |
| High Net Worth Individual… | 137 |
Community Partners
CITY OF ARLINGTON
CITY OF BOTHELL
CITY OF BRIER
CITY OF EDMONDS
CITY OF EVERETT
CITY OF GOLD BAR
CITY OF GRANITE FALLS
CITY OF LAKE STEVENS
CITY OF LYNNWOOD
CITY OF MILL CREEK
CITY OF MOUNTLAKE TERRACE
CITY OF MUKILTEO
CITY OF SNOHOMISH
CITY OF SULTAN
CITY OF WOODWAY
COUNTY OF SNOHOMISH
LINKS SOCIAL SERIVCES LLC
TOWN OF DARRINGTON
TOWN OF INDEX
WASHINGTON SCHOOL INFORMATION PROCESSING COOPERATIVE
CITY OF ARLINGTON
CITY OF BOTHELL
CITY OF BRIER
CITY OF EDMONDS
CITY OF EVERETT
CITY OF GOLD BAR
CITY OF GRANITE FALLS
CITY OF LAKE STEVENS
CITY OF LYNNWOOD
CITY OF MILL CREEK
CITY OF MOUNTLAKE TERRACE
CITY OF MUKILTEO
CITY OF SNOHOMISH
CITY OF SULTAN
CITY OF WOODWAY
COUNTY OF SNOHOMISH
LINKS SOCIAL SERIVCES LLC
TOWN OF DARRINGTON
TOWN OF INDEX
WASHINGTON SCHOOL INFORMATION PROCESSING COOPERATIVE
CITY OF ARLINGTON
CITY OF BOTHELL
CITY OF BRIER
CITY OF EDMONDS
CITY OF EVERETT
CITY OF GOLD BAR
CITY OF GRANITE FALLS
CITY OF LAKE STEVENS
CITY OF LYNNWOOD
CITY OF MILL CREEK
CITY OF MOUNTLAKE TERRACE
CITY OF MUKILTEO
CITY OF SNOHOMISH
CITY OF SULTAN
CITY OF WOODWAY
COUNTY OF SNOHOMISH
LINKS SOCIAL SERIVCES LLC
TOWN OF DARRINGTON
TOWN OF INDEX
WASHINGTON SCHOOL INFORMATION PROCESSING COOPERATIVE
Municipal Government
20 Active
20
Organizations
ALDERWOOD WATER AND WASTEWATER DISTRICT
CLEARVIEW WATER SUPPLY AGENCY
CROSS VALLEY WATER DISTRICT
DARRINGTON FIRE DISTRICT 24
EAST COUNTY PARK AND RECREATION DISTRICT
EDMONDS PUBLIC FACILITIES DISTRICT
EVERETT CITY HOUSING AUTHORITY
EVERETT PUBLIC FACILITIES DISTRICT
FRENCH SLOUGH FLOOD CONTROL DISTRICT
HIGHLAND WATER DISTRICT
JORDAN VILLAGE SEWER DISTRICT
LAKE STEVENS SEWER DISTRICT
LYNNWOOD PUBLIC FACILITIES DISTRICT
MARSHLAND FLOOD CONTROL DISTRICT
MUKILTEO WATER DISTRICT
NORTHSHORE PARK AND RECREATION DISTRICT
NORTH SOUND BEHAVIORAL HEALTH ADMINISTRATIVE SERVICES ORGANIZATION
OLYMPIC VIEW WATER AND SEWER DISTRICT 1
PORT OF EDMONDS
ROBE VALLEY FLOOD CONTROL DISTRICT
ALDERWOOD WATER AND WASTEWATER DISTRICT
CLEARVIEW WATER SUPPLY AGENCY
CROSS VALLEY WATER DISTRICT
DARRINGTON FIRE DISTRICT 24
EAST COUNTY PARK AND RECREATION DISTRICT
EDMONDS PUBLIC FACILITIES DISTRICT
EVERETT CITY HOUSING AUTHORITY
EVERETT PUBLIC FACILITIES DISTRICT
FRENCH SLOUGH FLOOD CONTROL DISTRICT
HIGHLAND WATER DISTRICT
JORDAN VILLAGE SEWER DISTRICT
LAKE STEVENS SEWER DISTRICT
LYNNWOOD PUBLIC FACILITIES DISTRICT
MARSHLAND FLOOD CONTROL DISTRICT
MUKILTEO WATER DISTRICT
NORTHSHORE PARK AND RECREATION DISTRICT
NORTH SOUND BEHAVIORAL HEALTH ADMINISTRATIVE SERVICES ORGANIZATION
OLYMPIC VIEW WATER AND SEWER DISTRICT 1
PORT OF EDMONDS
ROBE VALLEY FLOOD CONTROL DISTRICT
ALDERWOOD WATER AND WASTEWATER DISTRICT
CLEARVIEW WATER SUPPLY AGENCY
CROSS VALLEY WATER DISTRICT
DARRINGTON FIRE DISTRICT 24
EAST COUNTY PARK AND RECREATION DISTRICT
EDMONDS PUBLIC FACILITIES DISTRICT
EVERETT CITY HOUSING AUTHORITY
EVERETT PUBLIC FACILITIES DISTRICT
FRENCH SLOUGH FLOOD CONTROL DISTRICT
HIGHLAND WATER DISTRICT
JORDAN VILLAGE SEWER DISTRICT
LAKE STEVENS SEWER DISTRICT
LYNNWOOD PUBLIC FACILITIES DISTRICT
MARSHLAND FLOOD CONTROL DISTRICT
MUKILTEO WATER DISTRICT
NORTHSHORE PARK AND RECREATION DISTRICT
NORTH SOUND BEHAVIORAL HEALTH ADMINISTRATIVE SERVICES ORGANIZATION
OLYMPIC VIEW WATER AND SEWER DISTRICT 1
PORT OF EDMONDS
ROBE VALLEY FLOOD CONTROL DISTRICT
Special District
60 Active
60
Organizations
ARLINGTON SCHOOL DISTRICT 16
DARRINGTON CONSOLIDATED SCHOOL DISTRICT 330
EDMONDS SCHOOL DISTRICT 15
GRANITE FALLS SCHOOL DISTRICT 332
INDEX SCHOOL DISTRICT 63
LAKE STEVENS SCHOOL DISTRICT 4
LAKEWOOD SCHOOL DISTRICT 306
MONROE SCHOOL DISTRICT 103
MUKILTEO SCHOOL DISTRICT 6
NORTHSHORE SCHOOL DISTRICT 417
SNOHOMISH SCHOOL DISTRICT 201
STANWOOD-CAMANO SCH DISTRICT 401
SULTAN SCHOOL DISTRICT 311
ARLINGTON SCHOOL DISTRICT 16
DARRINGTON CONSOLIDATED SCHOOL DISTRICT 330
EDMONDS SCHOOL DISTRICT 15
GRANITE FALLS SCHOOL DISTRICT 332
INDEX SCHOOL DISTRICT 63
LAKE STEVENS SCHOOL DISTRICT 4
LAKEWOOD SCHOOL DISTRICT 306
MONROE SCHOOL DISTRICT 103
MUKILTEO SCHOOL DISTRICT 6
NORTHSHORE SCHOOL DISTRICT 417
SNOHOMISH SCHOOL DISTRICT 201
STANWOOD-CAMANO SCH DISTRICT 401
SULTAN SCHOOL DISTRICT 311
ARLINGTON SCHOOL DISTRICT 16
DARRINGTON CONSOLIDATED SCHOOL DISTRICT 330
EDMONDS SCHOOL DISTRICT 15
GRANITE FALLS SCHOOL DISTRICT 332
INDEX SCHOOL DISTRICT 63
LAKE STEVENS SCHOOL DISTRICT 4
LAKEWOOD SCHOOL DISTRICT 306
MONROE SCHOOL DISTRICT 103
MUKILTEO SCHOOL DISTRICT 6
NORTHSHORE SCHOOL DISTRICT 417
SNOHOMISH SCHOOL DISTRICT 201
STANWOOD-CAMANO SCH DISTRICT 401
SULTAN SCHOOL DISTRICT 311
School District
13 Active
13
Organizations
10TH STREET SCHOOL PTSA 7-4-48
12 X 12 FELLOWSHIP
1416 ASSOCIATION
1419 ASSOCIATION
143RD ANNUAL CONCLAVE
2013357 ROCKFORD IL GENERATIONS GROUP
211 GOLF ASSOCIATION
2ND CHANCE WILDLIFE CARE CENTER
318 J AVENUE CONDOMINIUM OWNERS ASSOCIATION
356 PORCHE GROUP NORTHWEST INC
449 CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
7028 LIFE ENHANCEMENT CHARITABLE TRUST
7-LAKES
AARON JOSEPH ZARATE MEMORIAL FUND
AAU ARLINGTON BASKETBALL
AB FASTPITCH CLUB 2010
ABILITY UNLIMITED OF WASHINGTON
10TH STREET SCHOOL PTSA 7-4-48
12 X 12 FELLOWSHIP
1416 ASSOCIATION
1419 ASSOCIATION
143RD ANNUAL CONCLAVE
2013357 ROCKFORD IL GENERATIONS GROUP
211 GOLF ASSOCIATION
2ND CHANCE WILDLIFE CARE CENTER
318 J AVENUE CONDOMINIUM OWNERS ASSOCIATION
356 PORCHE GROUP NORTHWEST INC
449 CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
7028 LIFE ENHANCEMENT CHARITABLE TRUST
7-LAKES
AARON JOSEPH ZARATE MEMORIAL FUND
AAU ARLINGTON BASKETBALL
AB FASTPITCH CLUB 2010
ABILITY UNLIMITED OF WASHINGTON
10TH STREET SCHOOL PTSA 7-4-48
12 X 12 FELLOWSHIP
1416 ASSOCIATION
1419 ASSOCIATION
143RD ANNUAL CONCLAVE
2013357 ROCKFORD IL GENERATIONS GROUP
211 GOLF ASSOCIATION
2ND CHANCE WILDLIFE CARE CENTER
318 J AVENUE CONDOMINIUM OWNERS ASSOCIATION
356 PORCHE GROUP NORTHWEST INC
449 CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
7028 LIFE ENHANCEMENT CHARITABLE TRUST
7-LAKES
AARON JOSEPH ZARATE MEMORIAL FUND
AAU ARLINGTON BASKETBALL
AB FASTPITCH CLUB 2010
ABILITY UNLIMITED OF WASHINGTON
Nonprofit Organization
2539 Active
2539
Organizations
Community Partners133 organizations
COUNTY OF SNOHOMISH
Municipal Government·EVERETT
LINKS SOCIAL SERIVCES LLC
Municipal Government·BOTHELL
TOWN OF INDEX
Municipal Government·INDEX
WASHINGTON SCHOOL INFORMATION PROCESSING COOPERATIVE
Municipal Government·EVERETT
CLEARVIEW WATER SUPPLY AGENCY
Special District·LYNNWOOD
CROSS VALLEY WATER DISTRICT
Special District·SNOHOMISH
DARRINGTON FIRE DISTRICT 24
Special District·DARRINGTON
EDMONDS PUBLIC FACILITIES DISTRICT
Special District·EDMONDS
FRENCH SLOUGH FLOOD CONTROL DISTRICT
Special District·SNOHOMISH
JORDAN VILLAGE SEWER DISTRICT
Special District·ARLINGTON
LAKE STEVENS SEWER DISTRICT
Special District·LAKE STEVENS
MARSHLAND FLOOD CONTROL DISTRICT
Special District·SNOHOMISH
NORTHSHORE PARK AND RECREATION DISTRICT
Special District·BOTHELL
OLYMPIC VIEW WATER AND SEWER DISTRICT 1
Special District·EDMONDS
ROBE VALLEY FLOOD CONTROL DISTRICT
Special District·GRANITE FALLS
SILVER LAKE WATER DISTRICT
Special District·MILL CREEK
SNOH CO FIRE DISTRICT 5 SULTAN
Special District·SULTAN
SNOHOMISH CONSERVATION DIST
Special District·LAKE STEVENS
SNOHOMISH COUNTY DIKING DISTRICT 2
Special District·EVERETT
SNOHOMISH COUNTY DIKING DISTRICT 3
Special District·MARYSVILLE
SNOHOMISH COUNTY DIKING DISTRICT 4
Special District·MARYSVILLE
SNOHOMISH COUNTY DIKING DISTRICT 5
Special District·EVERETT
SNOHOMISH COUNTY DRAINAGE DISTRICT 12
Special District·STANWOOD
SNOHOMISH COUNTY FIRE DISTRICT 15
Special District·TULALIP
SNOHOMISH COUNTY FIRE DISTRICT 19
Special District·STANWOOD
SNOHOMISH COUNTY FIRE DISTRICT IV
Special District·SNOHOMISH
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 10
Special District·BOTHELL
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 16
Special District·SNOHOMISH
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 19
Special District·SILVANA
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 21
Special District·ARLINGTON
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 22
Special District·ARLINGTON
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 23
Special District·GRANITE FALLS
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 24
Special District·DARRINGTON
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 25
Special District·ARLINGTON
SNOHOMISH COUNTY FIRE PROTECTION DISTRICT 27
Special District·EVERETT
EDMONDS SCHOOL DISTRICT 15
School District·LYNNWOOD
10TH STREET SCHOOL PTSA 7-4-48
Nonprofit Organization·Tulalip
12 X 12 FELLOWSHIP
Nonprofit Organization·LYNNWOOD
1416 ASSOCIATION
Nonprofit Organization·LYNNWOOD
1419 ASSOCIATION
Nonprofit Organization·LYNNWOOD
143RD ANNUAL CONCLAVE
Nonprofit Organization·Mill Creek
2013357 ROCKFORD IL GENERATIONS GROUP
Nonprofit Organization·Edmonds
211 GOLF ASSOCIATION
Nonprofit Organization·SNOHOMISH
2ND CHANCE WILDLIFE CARE CENTER
Nonprofit Organization·Snohomish
318 J AVENUE CONDOMINIUM OWNERS ASSOCIATION
Nonprofit Organization·Snohomish
356 PORCHE GROUP NORTHWEST INC
Nonprofit Organization·SNOHOMISH
449 CLUB
Nonprofit Organization·Lake Stevens
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Arlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bothell
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Snohomish
7028 LIFE ENHANCEMENT CHARITABLE TRUST
Nonprofit Organization·LYNNWOOD
7-LAKES
Nonprofit Organization·Arlington
AARON JOSEPH ZARATE MEMORIAL FUND
Nonprofit Organization·Mukilteo
AAU ARLINGTON BASKETBALL
Nonprofit Organization·Arlington
AB FASTPITCH CLUB 2010
Nonprofit Organization·Lynnwood
ABILITY UNLIMITED OF WASHINGTON
Nonprofit Organization·Bothell
ABRAHAM LINCOLN FAMILY ASSOCIATION
Nonprofit Organization·Lake Stevens
A BRIGHTER FUTURE GLOBAL
Nonprofit Organization·Arlington
Absolute Blast Fastpitch Association
Nonprofit Organization·Bothell
Academy Northwest
Nonprofit Organization·Mukilteo
ACADEMY VOLLEYBALL FOUNDATION
Nonprofit Organization·Lynnwood
ACCESS4ALL
Nonprofit Organization·Bothell
A CHILDS PASSPORT TO HEALTH
Nonprofit Organization·Bothell
A CHRISTMAS WISH
Nonprofit Organization·ARLINGTON
ADARA DEVELOPMENT USA
Nonprofit Organization·Edmonds
ADDI NEAMEN & ENVIRONS DEVELOPMENT FUND
Nonprofit Organization·Lynnwood
A DOLLAR A DAY FOR A YEAR
Nonprofit Organization·Bothell
ADVANCED IMAGING CONFERENCE INC
Nonprofit Organization·Mill Creek
ADVANCEMENT OF OUTDOOR ACTIVITIES
Nonprofit Organization·Snohomish
ADVENTURE SOCCER
Nonprofit Organization·SNOHOMISH
ADVENTURES OF A LUMBERJACK MEMORIAL FUN RUN
Nonprofit Organization·Lake Stevens
AENEAS VALLEY COMMUNITY FOUNDATION
Nonprofit Organization·LYNNWOOD
AEROFORM INC
Nonprofit Organization·ARLINGTON
AERO ZYPANGU PROJECT
Nonprofit Organization·Mill Creek
AFG BOTHELL TUESDAY NITERS
Nonprofit Organization·Bothell
AFGHAN ASSOCIATION OF PUGET SOUND
Nonprofit Organization·LYNNWOOD
AFRICAN HOSPITALITY INSTITUTE
Nonprofit Organization·MILL CREEK
AGASTYA GURUKULAM
Nonprofit Organization·BOTHELL
AGLOW INTERNATIONAL
Nonprofit Organization·Snohomish
AGLOW INTERNATIONAL
Nonprofit Organization·Edmonds
AGLOW INTERNATIONAL
Nonprofit Organization·Edmonds
AGLOW INTERNATIONAL
Nonprofit Organization·Edmonds
AGLOW INTERNATIONAL
Nonprofit Organization·Mill Creek
AGLOW INTERNATIONAL
Nonprofit Organization·ARLINGTON
AGLOW INTERNATIONAL
Nonprofit Organization·Arlington
AGLOW INTERNATIONAL
Nonprofit Organization·Edmonds