John
Allen

Sage Mountain Advisors, LLC

CRD#5454936
Investment Advisor
in Atlanta, GA

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About this Advisor

John Allen is a chartered financial analyst who works out of Atlanta, Georgia, with 2 years of relevant experience. Allen is an employee of Sage Mountain Advisors, LLC. Over the course of their career, Allen has held roles at Globalt, Inc, Berman Capital Advisors, LLC, Sage Mountain Advisors and Balentine. Allen is registered to advise clients in Georgia. Sage Mountain Advisors, LLC is an advisory business operating out of Atlanta, GA. It oversees $2 billion in assets across its 132 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 132 accounts, 87% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Sage Mountain Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which service is offered. Fee types charged by Sage Mountain Advisors, LLC most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

945 East Paces Ferry Road Ne Suite 2660
Atlanta, GA 30326

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Sage Mountain Advisors, LLC Brokerage Details

Total Assets Under Management

$1,527,367,629

GA Average: $3,570,121,308
Total Number of Employees

20

GA Average: 58
Total Number of Accounts

132

GA Average: 1,608
Average Account Size

$11,570,967

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Allen Work History

John has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Sage Mountain Advisors

2014 - 2020 (6 years)

Berman Capital Advisors, LLC

2013 - 2014 (1 year)

Balentine

2007 - 2013 (6 years)

Globalt, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sage Mountain Advisors, LLC

Deborah Wagner
Atlanta, GA
Ryan Sheffield
Atlanta, GA
Alyzain Lakdawala
Atlanta, GA
John Darby
Atlanta, GA
Edward Douthat
Atlanta, GA
Christine Phelps
Atlanta, GA
Anthony Cox
Atlanta, GA
John Allen
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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