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Gregory Patrick Erwin

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, Oregon
Clean recordSAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
101 EAST BROADWAY SUITE 480, EUGENE, OR 97401CRD# 1184802Firm CRD# 159419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Patrick Erwin · EUGENE, OR
Registration
CRD #1184802 · SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregory Patrick Erwin is a registered financial advisor based in EUGENE, Oregon, affiliated with SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC. 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
Introduction

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03

Firm Overview

Firm
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1184802
Firm CRD# 159419
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Patrick Erwin offer?
Gregory Patrick Erwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Gregory Patrick Erwin's credentials?
Gregory Patrick Erwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Patrick Erwin located?
Gregory Patrick Erwin is based in EUGENE, Oregon, working with SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Gregory Patrick Erwin charge for services?
Gregory Patrick Erwin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC?
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC has approximately 14 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

Jonathan Dale Riddle
EUGENE, OR
Jacob Paul Eld
EUGENE, OR
Alan Ray Rexius
EUGENE, OR
Dennis S Konrady
EUGENE, OR

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Research
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