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Teri Ann Eichenauer

SAGENT WEALTH MANAGEMENT·LAGUNA BEACH, California
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1489 GLENNEYRE STREET, LAGUNA BEACH, CA 92651CRD# 5588482Firm CRD# 147890
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About

Teri Ann 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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5588482
Firm CRD# 147890
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Teri Ann Eichenauer offer?
Teri Ann Eichenauer specializes in Financial Planning, Investment Management. Contact their office in LAGUNA BEACH, California for a consultation.
What are Teri Ann Eichenauer's credentials?
Teri Ann Eichenauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teri Ann Eichenauer located?
Teri Ann 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 Teri Ann Eichenauer charge for services?
Teri Ann 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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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