Sagepoint Financial, Inc.
Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $16,245,032,571 in 64,353 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management16,245MILLION
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Total Number of Accounts64,353ACCOUNTS
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Average Account Value$252,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Antonio Albistu (CRD# 2023889) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hialeah, FL and has over 12 years of experience in the finance industry.
Edward Albrecht (CRD# 4472199) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 20 years of experience in the finance industry.
Sarah Alderman (CRD# 6745503) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Commerce, TX and has over 4 years of experience in the finance industry.
Thomas Aldrich (CRD# 6796151) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Williamsville, NY and has over 4 years of experience in the finance industry.
Gary Alexander (CRD# 2882199) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fort Lauderdale, FL and has over 25 years of experience in the finance industry.
Stephen Alexander (CRD# 1600967) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 29 years of experience in the finance industry.
Michael Allen (CRD# 2334231) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Columbus Grove, OH and has over 24 years of experience in the finance industry.
Emiliano Alonso (CRD# 3044301) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Brent Anderson (CRD# 4823) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Nancy Anderson (CRD# 1832455) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hillsborough, NC and has over 34 years of experience in the finance industry.