Sagent Wealth Management Management Team
Contact top employees from
Sagent Wealth Management
Summary
The company currently specializes in the Financial Services area. To connect with Sagent Wealth Management employee register on SignalHire.
| Sagent Wealth Management Website | sagentwm.com |
| Social Links |   |
| Phone Number | 8337730041 |
| Industries | |
| Sagent Wealth Management Headquarters address | 1489 Glenneyre, Laguna Beach, California, 92651 US |
| Employees Size | 1-10 employees |
| Specialties | Investment Advice, Estate Planning, Financial Planning, Complimentary Financial Check Ups, Education Savings Plans, 401k, IRA, Account Rollovers, Investment Management |
| Founded | 2008 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2001 | Privately Held | 25 - 100 | 7.7M | $0 | |
| 1982 | Privately Held | 100-200 | < 1M | $0 | |
| 1991 | - | 10-50 | - | $- |
Workforce Turnover
Corporate Tenure Analytics
Sagent Wealth Management Workforce Experience Insights
33% for 8–10 years67% have over 11 years of service at Sagent Wealth ManagementContact top employees from
Sagent Wealth Management
Marshall Eichenauer CIMA®
Owner - Investment Advisor
Iris Aillaud
Controller
Maria Choi
Financial Controller
Companies Similar to Sagent Wealth Management
Sagent Wealth Management Corporate Information: FAQ
Sagent Wealth Management operates in the Finance industries. More details can be found on the official website: sagentwm.com.
The headquarters of Sagent Wealth Management are located in Laguna Beach, United States.
You can contact Sagent Wealth Management by phone at 8337730041.
Sagent Wealth Management currently employs 1-10 people.
Well-known competitors of Sagent Wealth Management include HBKS Wealth Advisors, III Capital Management and World Trend Financial.
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