Khaled
Taha
Sage Private Wealth Group, LLC
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About this Advisor
Khaled Taha is a financial advisor working in Villa Park, Illinois who has 9 years of industry experience. Taha is an advisor for Sage Private Wealth Group, LLC. During their career, the advisor has held roles at Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Mjatt Productions, Lasting Legacy, LTD, Lasting Legacy LTD, Sage Management Holdings, LLC, Sage Tax Advisory, Sage Private Wealth Group, LLC and Sage Advice Group Enterprises, LLC. Taha has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Illinois and Texas. Sage Private Wealth Group, LLC is a financial advisory firm operating out of Villa Park, IL. It has a total of 13 employees. It handles $286 million in assets under management across its 1,073 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,073 accounts, 21% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Sage Private Wealth Group, LLC can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sage Private Wealth Group, LLC Brokerage Details
$286,360,262
13
1,073
$266,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Khaled Taha Work History
Khaled has been registered as a financial advisor for 9 years.*
Sage Advice Group Enterprises, LLC
Sage Tax Advisory
Sage Management Holdings, LLC
Sage Private Wealth Group, LLC
Lasting Legacy LTD
Mjatt Productions
Lasting Legacy, LTD
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, 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 Khaled Taha 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 Private Wealth Group, LLC
Villa Park, IL
Villa Park, IL
Villa Park, IL
Colorado Springs, CO
Villa Park, IL
Villa Park, IL
Villa Park, IL
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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