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Building 2SAGENT WEALTH MANAGEMENT

Map pinLAGUNA BEACH, CA
Phone(949) 756-2226
NotebookSEC #801-69446
Total AUM
$100.4M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1489 GLENNEYRE STREET
LAGUNA BEACH
CA 92651
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
(949) 756-2226

ReceiptFinancials

Total AUM
$100.4M
Accounts
247
Discretionary
$97.3M
Accounts
230
Non-Discretionary
$3.1M
Accounts
17

ContactClients

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Individual Clients
40
AUM
$13.9M
HNW Individual Clients
42
AUM
$86.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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