SAGENT WEALTH MANAGEMENT
Tel: (949) 756-2226 1489 Glenneyre Street Laguna Beach, California 92651
About SAGENT WEALTH MANAGEMENT
SAGENT WEALTH MANAGEMENT is a Laguna Beach, California based financial advisory firm with nearly $90,113,449 in assets under management and provides investment advisory services for 251 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
147890
Firm SEC#:
801-69446
Assets Under Management:
$90,113,449
No. of Clients:
251
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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