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Andrew Kemett Demand

Sage Advisory Services LTD CO
18 Years of Experience
View SEC Summary
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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

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202

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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
June 2007 - Present · 18 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.