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SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Tel: 541-762-0300
101 East Broadway Suite 480
Eugene, Oregon  97401

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SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC is a Eugene, Oregon based financial advisory firm with nearly $1,255,654,705 in assets under management and provides investment advisory services for 592 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS.)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

159419

SEC#:

801-72857

No. of Clients:

592

Assets under Management

$1,255,654,705

No. of Advisors:

14

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