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Andrew Phillip Birge

Sage Advisors LLC

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About Andrew Phillip Birge

Andrew Birge is an investment advisor representative at Sage Advisors LLC. Andrew has been in the industry since 1997. Andrew is registered to provide investment advisory services in Indiana and Texas. Andrew has passed the Series 7, Series 63, and Series 65 exams. Andrew has worked with clients such as high-net-worth individuals, pension and profit-sharing plans, and corporations. Andrew primarily focuses on financial planning and portfolio management for individuals.

Firm Information

Andrew Birge is currently registered with Sage Advisors LLC. Sage Advisors LLC is an investment advisor registered with the SEC. They manage approximately $147,676,822 in assets for 397 clients, including individuals, high net worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services. The firm has 2 licensed agents and 4 investment adviser representatives.

$147.68M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Birge’s Registration & Firm History

IN

01/03/2024 - Present

Sage Advisors LLC (Indianapolis IN)

TX

10/15/1997 - 10/28/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

06/27/1997 - 08/28/1997

LANGDON & SHAW SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/08/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Phillip Birge.
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