Mitchell Evan Bednoff
Financial advisor at Sage Financial Group Inc · West Conshohocken, PA
Last updated 2026-10-10
Claim your profileMitchell Evan Bednoff is a financial advisor at Sage Financial Group Inc in West Conshohocken, PA, CRD 3029642. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-08-01.
Registration
- CRD number
- 3029642
- Registration status
- Active
- IAPD registration
- 2002-08-01
- Industry Experience
- 24 years
- Work Experience
- 29 years
- States registered
- PA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 1997-06 to Present · Sage Financial Group, Inc. · W. Conshohocken, PA
Current employment
- Sage Financial Group Inc. · West Conshohocken, PA
Sage Financial Group Inc
- Regulatory AUM
- $4,291,847,204
- Registered advisors
- 20
- Offices
- 4
- Clients per advisor
- 55.8 (Low)
- Average AUM per client
- $3.8M (Moderate)
- High-net-worth client ratio
- 64.1% (High)
Sage Financial Group Inc: advisors, services and reported ETF investments
About
Mitchell Evan Bednoff is a financial advisor at Sage Financial Group Inc. in West Conshohocken, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 29 years of reported work history.
Sage Financial Group Inc's firm-level Form ADV reports 20 advisors across 4 offices; approximately 55.8 clients per advisor, average assets per client of $3,845,741, and regulatory AUM of $4.3B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.8B across 102 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mitchell Evan Bednoff personally.
Reported ETF positions
Sage Financial Group reports 102 ETF positions worth $1.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHX — Schwab U.S. Large-Cap ETF | $677M |
| IJH — iShares Core S&P Mid-Cap ETF | $114.8M |
| IJR — iShares Core S&P Small-Cap ETF | $92.3M |
| RSP — Invesco S&P 500 Equal Weight ETF | $86.7M |
| VWO — Vanguard FTSE Emerging Markets ETF | $78M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Sage Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $5.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $55.8M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.1M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | EIS — iShares MSCI Israel ETF | $209K | Top 98.7% | Replicability (R²) 38.2% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Sage Financial Group Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Lawyer or Law Firm
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
Five Tower Bridge, West Conshohocken, PA 19428
20 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 484-342-4400
- Website: sagefinancial.com
Official record
Are you Mitchell Evan Bednoff?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.