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Sage Wealth Management Revenue, Growth & Competitor Profile

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Company Profile & Annual Report for Sage Wealth Management

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Sage Wealth Management Fast Facts

RevenueN/A    See Exact Annual Revenue
EmployeesN/AExact Company Size
Primary Industry52312 Securities Brokerage
Address125 High Rock Ave Ste 103a
Saratoga Springs, NY 12866

Note: Revenues for privately held companies are statistical evaluations.


Sage Wealth Management's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Sage Wealth Management is classified as operating in the Securities Brokerage industry, NAICS Code 52312.


Market Share of Sage Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Sage Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
RITE-VALUE PHARMACYLouisa, KY100 
CHARLES SCHWAB BANK SSBWestlake, TX47 
LPL FINANCIALFort Mill, SC28 
UBS FINANCIAL SERVICESWeehawken, NJ26 
RBC USA HOLDCOMinneapolis, MN18 
TD AMERITRADE INVESTMENT MANAGEMENTOmaha, NE14 
AMERITRADE ONLINE HOLDINGSOmaha, NE14 
MIZUHO SECURITIES USANew York, NY12 
ROBERT W. BAIRDMilwaukee, WI10 




Nearby Competitors

These companies are similar in business line and location to Sage Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
SHADE TREE ADVISORSSaratoga Springs, NY100 
GREENWICH GROUP INTERNATIONALSaratoga Springs, NY34 
CAPITAL DISTRICT PROPERTIESSaratoga Springs, NY31 
MINICHMACGREGOR WEALTH MANAGEMENTSaratoga Springs, NY21 
KING WEALTH MANAGEMENT GROUPSaratoga Springs, NY16 
KENNERMAN ASSOCIATES INC. DBA KERSHNER GROSSOSaratoga Springs, NY14 
ADIRONDACK RETIREMENT SPECIALISTSQueensbury, NY12 
VAHANIAN & ASSOCIATES FINANCIAL PLANNINGSaratoga Springs, NY10 
CONTINUUM WEALTH ADVISORSSaratoga Springs, NY6 
TRIMARC WEALTH MANAGEMENTSaratoga Spgs, NY6 


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Future Competition: Sage Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Sage Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Sage Wealth Management Competitors