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SAGEPOINT FINANCIAL, INC.
SAGEPOINT FINANCIAL, INC.
PHOENIX, Arizona
·
8 registered advisors
·
CRD# 133763
SEC# 801-64721
770
1-800-552-3319 EXT 2606
01
Firm Overview
AUM
$16.5B
Regulatory assets under management
Employees
3563
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SAGEPOINT FINANCIAL, INC.
8 registered advisors
Desiree Marvel Sii
PHOENIX, Arizona
CRD# 4269179
Erica Maja Mcginnis
PHOENIX, Arizona
CRD# 2380497
Inger Wilson Fields
PHOENIX, Arizona
CRD# 1690043
Jeffrey Michael Auld
PHOENIX, Arizona
CRD# 857528
Ken Muraoka
PHOENIX, Arizona
CRD# 4271620
Nigel Allister Gilbert
PHOENIX, Arizona
CRD# 2801498
Steven David Schlegel
PHOENIX, Arizona
CRD# 2210096
Thomas Blake Sidlo
PHOENIX, Arizona
CRD# 1012276
05
Office Locations
PHOENIX, Arizona
8 advisors
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Data sourced from SEC Form ADV filings. SAGEPOINT FINANCIAL, INC. (CRD# 133763) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.