Sagent Wealth Management
Sagent Wealth Management (CRD# 147890) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $100,557,022 in 292 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts292ACCOUNTS
Average Account Value$344,373
- 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
Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 25 years of experience in the finance industry.