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Gregory Patrick Erwin

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, Oregon
Unclaimed Profile
101 EAST BROADWAY SUITE 480, EUGENE, OR 97401CRD# 1184802Firm CRD# 159419
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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 in EUGENE
Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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