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Sagebroadview Financial Planning, LLC

Sagebroadview Financial Planning, LLC

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on April 15, 2017
      • $162.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 85
        number of clients
      • $1.9M
        Estimated Average Account Balance Per Client

    Services

    Firm Services

    • Financial Planning
      • -Estate Planning
      • -Comprehensive Financial Planning
      • -Retirement Planning
      • -College Planning
      • -Charitable Planning
      • -Other Financial Planning
      • -Tax Planning
    • Portfolio Management
      • -Individuals and/or Small Businesses
    • Accounting & Tax
      • -Tax Advice

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    7

    name start date
    Sheri Cupo, CFP®
    January 2014
    David Principe, CFP®
    June 2010
    Christopher J. Annello
    January 2012
    Bruce Marcel Del Conte
    March 2001
    Larry Annello, CPA/PFS, CFP®
    March 2001

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Del Conte, Hyde, Annello & Schuch, P.C -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Bruce Marcel Del Conte Director December, 2000 less than 5%
        Robert Carl Lickwar Director December, 2000 less than 5%
        William Edward Schuch Director December, 2000 less than 5%
        Lawrence James Annello Elected Manager, Chief Compliance Officer December, 2000 less than 5%
        Sheri Iannetta Cupo Elected Manager January, 2014 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees