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
Gus Andrews (CRD# 2362417) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Midlothian, VA and has over 29 years of experience in the finance industry.
Mark Anthoine (CRD# 2029066) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lewiston, ME and has over 23 years of experience in the finance industry.
Michael Arena (CRD# 1929230) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Williamsville, NY and has over 33 years of experience in the finance industry.
Matthew Arkfeld (CRD# 7057676) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.
Ryan Armstrong (CRD# 4999839) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Sterling Heights, MI and has over 17 years of experience in the finance industry.
Joseph Arndt (CRD# 1438002) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Saint Louis, MO and has over 36 years of experience in the finance industry.
Byron Eddie Arnold (CRD# 5908228) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Beaumont, TX and has over 11 years of experience in the finance industry. Byron Eddie Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Arnold (CRD# 1178562) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 39 years of experience in the finance industry.
Nicholas Arre (CRD# 1839986) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Kingwood, TX and has over 34 years of experience in the finance industry.
Paul Arutt (CRD# 1335916) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Scottsdale, AZ and has over 38 years of experience in the finance industry.