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Erica Maja Mcginnis

SAGEPOINT FINANCIAL, INC.·PHOENIX, Arizona
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2800 NORTH CENTRAL AVENUE, PHOENIX, AZ 85004CRD# 2380497Firm CRD# 133763
01

About

Erica Maja Mcginnis is a registered financial advisor based in PHOENIX, Arizona, affiliated with SAGEPOINT FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAGEPOINT FINANCIAL, INC.
SAGEPOINT FINANCIAL, INC.
AUM
$16.5B
Regulatory assets under management
Employees
3563
Total firm employees
View all advisors at SAGEPOINT FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2380497
Firm CRD# 133763
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erica Maja Mcginnis offer?
Erica Maja Mcginnis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Erica Maja Mcginnis's credentials?
Erica Maja Mcginnis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Maja Mcginnis located?
Erica Maja Mcginnis is based in PHOENIX, Arizona, working with SAGEPOINT FINANCIAL, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Erica Maja Mcginnis charge for services?
Erica Maja Mcginnis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGEPOINT FINANCIAL, INC.?
SAGEPOINT FINANCIAL, INC. has approximately 3563 employees and manages $16.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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