Gregory
Cobb
Sage Advisory Services LTD Co
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About this Advisor
Gregory Cobb is a financial advisor based in Austin, Texas, working with Sage Advisory Services LTD Co. Gregory has previously held positions at Northern Lights Distributors, LLC, Boyd Waterson Asset Management, LLC, and Sage Advisory Services, LTD Co. Gregory has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Gregory is part of Sage Advisory Services LTD Co, which operates out of Austin, Texas. The firm has 53 employees and manages assets totaling $22.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Sage Advisory Services LTD Co includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sage Advisory Services LTD Co Brokerage Details
$22,693,997,435
53
8,128
$2,792,076
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Gregory Cobb Work History
Sage Advisory Services, LTD Co
Northern Lights Distributors, LLC
Boyd Waterson Asset Management, LLC
Disclosures
Please visit the SEC profile of Gregory Cobb 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 Advisory Services LTD Co
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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