Sagent Wealth Management
Sagent Wealth Management (CRD# 147890) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $84,254,269 in 226 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts226ACCOUNTS
Average Account Value$372,807
- 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
AZ, CA, TX
Marshall Eichenauer (CRD# 2333062) is an Investment Advisor Representative working at Sagent Wealth Management in Laguna Beach, CA and has over 28 years of experience in the finance industry.