Sagevest Financial Advisors, LLC

Sagevest Financial Advisors, LLC (CRD# 164047) is a financial advisory firm headquartered in Newport Beach, CA. They manage $58,612,161 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4695 Macarthur Court, Suite 1100, Newport Beach, CA 92660
http://www.sagevestadvisors.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $434,164
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

CA

Financial Advisors at Sagevest Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Runyon, financial advisor Newport Beach CA
Edward A. Runyon
CRD#: 2334781
4695 Macarthur Court, Suite 1100, Newport Beach, CA 92660

Edward Runyon (CRD# 2334781) is an Investment Advisor Representative working at Sagevest Financial Advisors, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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