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David Luria

Sage Advisory Services Ltd. Co.

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About David Luria

David Luria is a registered Investment Advisor Representative with Sage Advisory Services Ltd. Co. based in Austin, Texas. David Luria is a Chartered Financial Analyst (CFA). David Luria has been in the industry since March 2013 and is currently registered with the state of Texas.

Firm Information

David Luria is currently registered with Sage Advisory Services Ltd. Co.. Sage Advisory Services Ltd. Co. is an investment advisor headquartered in Austin, TX. They manage approximately $22.7 billion in assets and serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide pension consulting and model provision strategies.
Sage Advisory Services Ltd. Co.

5900 SOUTHWEST PARKWAY

AUSTIN, TX 78735-6202

$22.69B

Assets Under Management

15

Total Clients

34

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model provision strategies

Model provision strategies

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Luria’s Registration & Firm History

TX

06/26/2019 - Present

Sage Advisory Services Ltd. Co. (AUSTIN TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Luria.
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