Sagace Wealth Management
Sagace Wealth Management (CRD# 307212) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $100,444,661 in 205 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management100MILLION
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Total Number of Accounts205ACCOUNTS
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Average Account Value$489,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL
Stephen Bunch (CRD# 6383515) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 9 years of experience in the finance industry.
Dodd Disler (CRD# 6833678) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 6 years of experience in the finance industry.
Warren Spoor (CRD# 4632357) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 24 years of experience in the finance industry.
Richard Franz (CRD# 4267898) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
John Harper (CRD# 4764448) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 20 years of experience in the finance industry.
James Spoor (CRD# 7219090) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 4 years of experience in the finance industry.