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Marshall Glen Eichenauer

SAGENT WEALTH MANAGEMENT·LAGUNA BEACH, California
SAGENT WEALTH MANAGEMENT
1489 GLENNEYRE STREET, LAGUNA BEACH, CA 92651CRD# 2333062Firm CRD# 147890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marshall Glen Eichenauer · LAGUNA BEACH, CA
Registration
CRD #2333062 · SAGENT WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Marshall Glen Eichenauer is a registered financial advisor based in LAGUNA BEACH, California, affiliated with SAGENT WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SAGENT WEALTH MANAGEMENT
SAGENT WEALTH MANAGEMENT
AUM
$90M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SAGENT WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2333062
Firm CRD# 147890
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marshall Glen Eichenauer offer?
Marshall Glen Eichenauer specializes in Financial Planning, Investment Management. Contact their office in LAGUNA BEACH, California for a consultation.
What are Marshall Glen Eichenauer's credentials?
Marshall Glen Eichenauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Glen Eichenauer located?
Marshall Glen Eichenauer is based in LAGUNA BEACH, California, working with SAGENT WEALTH MANAGEMENT. Their office serves clients in the LAGUNA BEACH metropolitan area and surrounding communities.
How does Marshall Glen Eichenauer charge for services?
Marshall Glen Eichenauer'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 SAGENT WEALTH MANAGEMENT?
SAGENT WEALTH MANAGEMENT has approximately 3 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGENT WEALTH MANAGEMENT

Kitty Ka-Hei Chu
NEWPORT BEACH, CA
Iris Joanne Datzman
NEWPORT BEACH, CA
Teri Ann Eichenauer
LAGUNA BEACH, CA
Andrew Thomas Becket
LAGUNA BEACH, CA

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Research
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