Overview
Assets Under Management: $16.5 billion
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 5,993
Average Client Assets: $1.1 million
Frequently Asked Questions
SAGEPOINT FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133763), SAGEPOINT FINANCIAL, INC. is subject to fiduciary duty under federal law.
SAGEPOINT FINANCIAL, INC. is headquartered in PHOENIX, AZ.
SAGEPOINT FINANCIAL, INC. serves 5,993 high-net-worth clients according to their SEC filing dated September 18, 2023. View client details ↓
According to their SEC Form ADV, SAGEPOINT FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SAGEPOINT FINANCIAL, INC. manages $16.5 billion in client assets according to their SEC filing dated September 18, 2023.
According to their SEC Form ADV, SAGEPOINT FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5,993
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.27%
Average Client Assets: $1.1 million
Total Client Accounts: 86,848
Discretionary Accounts: 73,452
Non-Discretionary Accounts: 13,396
Regulatory Filings
CRD Number: 133763
Filing ID: 1788170
Last Filing Date: 2023-09-18 17:42:00