Sage Financial Advisors Inc.
Oregon
Registered In
08/04/2004
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Sage Financial Advisors Inc. at 8980 E Raintree Dr STE 120, Scottsdale, Az 85260 lists Kelly A Christensen of Scottsdale, AZ as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Arizona
- Company Type
- Foreign Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Carl Burnham III
Registered Agent
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4302 SW TERLYN CT, PORTLAND, OR 97221
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Kelly A Christensen
President
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8980 E RAINTREE DR STE 120, SCOTTSDALE, AZ 85260
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Kelly A Christensen
Secretary
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8980 E RAINTREE DR STE 120, SCOTTSDALE, AZ 85260
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8980 E RAINTREE DR STE 120, SCOTTSDALE, AZ 85260
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Financial Information for Sage Financial Advisors Inc.
Form 5500
SAGE FINANCIAL ADVISORS INC.
8980 East Raintree Drive, Suite 120, Scottsdale, Az 85260 (602) 617-5099 EIN:86-0930592 Plan Admin:Kelly Christensen| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,919,344 / $1,617,440 | 2022 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,919,344 / $1,617,440 |
| 2021 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,542,890 / $1,919,344 | 2021 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,542,890 / $1,919,344 |
| 2020 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,087,936 / $1,542,890 | 2020 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $1,087,936 / $1,542,890 |
| 2019 | Plan NameSAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$730,264 / $1,087,936 | 2019 | SAGE FINANCIAL ADVISORS INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $730,264 / $1,087,936 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SAGE FINANCIAL ADVISORS INC
8980 E Raintree Dr Ste 120, SCOTTSDALE, AZ 85260-7301| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$99,100 Forgiven$0 LenderAlerus Financial, National Association Jobs5 | 04/14/2020 | $99,100 | $0 | Alerus Financial, National Association | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:8980 E Raintree Dr Ste 120 Scottsdale, AZ
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Sage Financial Advisors Inc.
Registered in Arizona
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Scottsdale, AZ | View Report | |
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2424 East Grandview, LLC
Registered in California
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Honolulu, HI San Juan Capistrano, CA (2 more) | View Report | |
|
Kv Properties Two, LLC
Registered in California
|
Honolulu, HI San Juan Capistrano, CA (2 more) | View Report |
Related Business Names:
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Sage Financial Advisors, Inc.
Registered in Pennsylvania
|
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|
Sage Path Financial Advisors Inc
Registered in Florida
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Jacksonville, FL Neptune Beach, FL | View Report | |
|
Sage Strategic Financial Advisors, Inc.
Registered in California
|
Redondo Beach, CA Manhattan Beach, CA | View Report | |
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Sage Financial Advisors, Inc.
Registered in Nevada
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Reno, NV | View Report | |
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Sage Financial Advisors, Inc.
Registered in Colorado
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Address Match:8980 E Raintree Dr Scottsdale, AZ
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|
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|
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Annexus Financial, LLC
Registered in Connecticut
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Registered in Florida
|
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|
Shurwest, Inc.
Registered in Oklahoma
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Oklahoma City, OK Scottsdale, AZ | View Report | |
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Annexus Financial, LLC
Registered in Colorado
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Denver, CO Scottsdale, AZ | View Report | |
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Annexus Financial, LLC
Registered in Texas
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|
Annexus Financial, LLC
Registered in Georgia
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Scottsdale, AZ | View Report | |
|
Annexus Financial, LLC
Registered in Colorado
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Person/City Match:Carl Burnham III - Portland, OR
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Deschutes Wealth Management, LLC
Registered in Oregon
|
Portland, OR | View Report |
The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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