Sage Harbor Advisors, Inc. is a large advisory firm based in Houston. It manages $90.87 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Texas.
Sage Harbor Advisors provides portfolio management for individuals and small businesses and consulting advisory relationship implementing sha models within aca, effective 7/1/16. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sage Harbor Advisors, Inc. is $90.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sage Harbor Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Hamilton Belding has been acting as President since 1 Jan 1997. Jordan Davis Mathews joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sage Harbor Advisors, Inc. performs its advisory services is located at 2121 Sage Rd., Suite 380, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-501-3744 or by fax 713-334-8023. The normal business hours are 8:30 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at sageharboradvisors.com.