Firm profile

SAGE HILL ADVISORY AND MANAGEMENT LLC

SARATOGA SPRINGS, NYCRD 149365Latest ADV March 20, 2026

SAGE HILL ADVISORY AND MANAGEMENT LLC is a limited liability company based in SARATOGA SPRINGS, NY.

Assets Under Management
$73M
Employees
3
Offices
--
Total Clients
20
Primary office
SARATOGA SPRINGS, NY
55 RAILROAD PLACE, SUITE 201, SARATOGA SPRINGS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOPhilip J. Toffel

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
15
2
Corporations
15.0%
3
3
Individuals
10.0%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$73Mas of March 20, 2026
Discretionary100.0%
$73M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$73M
Total Accounts79
10Y AUM Change+$18M (+33.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee7:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.