Sego Wealth Management, LLC
Sego Wealth Management, LLC (CRD# 304193) is a financial advisory firm headquartered in Collierville, TN. They manage $11,114,443 in 57 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$194,990
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MS, TN
Financial Advisors at Sego Wealth Management, LLC
1
James Sego (CRD# 4824178) is an Investment Advisor Representative working at Sego Wealth Management, LLC in Collierville, TN and has over 19 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.