Michaela
Griggs

Sage Advisors, LLC

CRD#6529088
Investment Advisor
in Edmonds, WA

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About this Advisor

Michaela Griggs is a certified financial planner working in Edmonds, Washington who has 4 years of industry experience. Griggs works at Sage Advisors, LLC. Throughout their career, Griggs has worked at Sage Advisors, LLC, University Of Portland, Rogue Credit Union and Kms Financial Services, Inc. Griggs has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Sage Advisors, LLC is a registered investment firm headquartered in Edmonds, WA. It has a total of 11 financial advisors. It administers $372 million in total assets between its 1,920 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,920 accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. Sage Advisors, LLC performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advisory services usually depend on the financial services. Fees charged by Sage Advisors, LLC can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

115 2Nd Avenue North Suite 200
Edmonds, WA 98020

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Sage Advisors, LLC Brokerage Details

Total Assets Under Management

$372,236,000

WA Average: $3,566,627,242
Total Number of Employees

11

WA Average: 46
Total Number of Accounts

1,920

WA Average: 1,499
Average Account Size

$193,873

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Michaela Griggs Work History

Michaela has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sage Advisors, LLC

2017 - Present (7 years)

Sage Advisors, LLC

2015 - 2020 (5 years)

Kms Financial Services, Inc

2015 - 2019 (4 years)

Kms Financial Services, Inc

2014 - 2016 (2 years)

Sage Advisors, LLC

2013 - 2014 (1 year)

University Of Portland

2011 - 2015 (4 years)

University Of Portland

2011 - 2015 (4 years)

University Of Portland

2009 - 2014 (5 years)

Rogue Credit Union

*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 Michaela Griggs 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 Advisors, LLC

Michaela Griggs
Edmonds, WA
Russell Cole
Edmonds, WA
Jordan Cole
Edmonds, WA
David Heia
Edmonds, WA
Michael Bell
Edmonds, WA

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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