Sagent Wealth Management

Sagent Wealth Management (CRD# 147890) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $82,644,973 in 252 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    252
    ACCOUNTS
  • Average Account Value
    $327,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Sagent Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Marshall G. Eichenauer
CRD#: 2333062
1489 Glenneyre Street, Laguna Beach, CA 92651

Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 30 years of experience in the finance industry.

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