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SAGENT WEALTH MANAGEMENT

Tel: (949) 756-2226
1489 Glenneyre Street
Laguna Beach, California  92651

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

147890

SEC#:

801-69446

No. of Clients:

251

Assets under Management

$90,113,449

No. of Advisors:

3

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