TrueAdvisor
TrueAdvisor
AS
AS

Aaron Spatz

Sage Advisory Services LTD CO
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Sage Advisory Services LTD CO
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
12,206 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$25.0B

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only

Location

Denver, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sage Advisory Services LTD CO
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Perpetual Americas Funds Distributors, LLCBroker
June 2023 - June 2024 · 1 yr
Foreside Financial Services, LLCBroker
February 2022 - June 2023 · 1 yr 4 mos
Vision 4 Fund DistributorsBroker
October 2019 - May 2021 · 1 yr 7 mos
Aig Capital Services, INC.Broker
December 2013 - September 2019 · 5 yrs 9 mos
Ofi Private Investments INC
June 2004 - December 2005 · 1 yr 6 mos
Oppenheimerfunds Distributor, INC.Broker
March 2004 - December 2013 · 9 yrs 9 mos
American Express Financial Advisors INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
January 2003 - February 2004 · 1 yr 1 mo
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.