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Co-President, CFO, CIO, Director · Sage Financial Group Inc.

Alan J. Cohn

CRD 1765469 · Named on Form ADV at one SEC-registered adviser

At a glance

Sage Financial Group Inc., an SEC-registered wealth manager based in West Conshohocken, PA with $4.3 billion in regulatory assets, lists Alan J. Cohn on its Form ADV as Co-President, CFO, CIO, Director, a control person.

Firms and roles

  • Sage Financial Group Inc.Co-President, CFO, CIO, DirectorWealth manager · West Conshohocken, PA · $4.3B in regulatory assets

AtlasMembers

Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.