SageGuard Wealth Management Overview
- Type
-
Wealth Management Firm
- AUM
-
00000
SageGuard Wealth Management General Information
Description
SageGuard Wealth Management (SageGuard) was a wealth management firm based in Westlake, Ohio. SageGuard was a financial planning firm that offered clients a diversification model designed to maximize a lifetime of savings. It was a registered investment adviser offering retirement planning, investment advice, financial evaluation, and decision-making services. The assets of the firm were managed by the executive management team. It has been wound down so is no longer tracked by PitchBook.
Contact Information
Institution Type
Wealth Management Firm
Primary Contact
000 000000
Title
Director Of Business Development
Phone
+0 (000) 000-0000
Primary Office
- 24700 Center Ridge Road
- SUite 130
- Westlake, OH 44145
- United States
+1 (440) 000-0000
SageGuard Wealth Management Commitment Analytics
Commitments by Fund Type
Commitments by Region
SageGuard Wealth Management Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
SageGuard Wealth Management Team (5)
| Name | Title | Office |
|---|---|---|
| Tim Hickok | Director Of Business Development | Westlake, OH |