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Sagent Wealth Management

Sagent Wealth Management

Investment Management, 1489 Glenneyre Laguna BCH, Laguna Beach, California, 92651, United States, 1-10 Employees

sagentwm.com

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phone no Phone Number: +18*********

Who is SAGENT WEALTH MANAGEMENT

At Sagent Wealth Management we specialize in investment management, financial & estate planning, rollovers, IRAs, 401(k)s, and education savings accounts. We offer a complimentary financi...

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  • 1489 Glenneyre Laguna BCH, Laguna Beach, California, 92651, United States Headquarters: 1489 Glenneyre Laguna BCH, Laguna Beach, California, 92651, United States
  • 2008 Date Founded: 2008
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6799 | NAICS Code: 541614 | Show More

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Sagent Wealth Management Org Chart and Mapping

Employees
Marshall Cima®

Marshall Cima®

Owner - Investment Advisor

Teri Eichenauer

Teri Eichenauer

Marketing Associate

Iris Aillaud

Iris Aillaud

Controller

Charlene Norton

Charlene Norton

Client Service Associate

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Frequently Asked Questions Regarding Sagent Wealth Management

Answer: Sagent Wealth Management's headquarters are located at 1489 Glenneyre Laguna BCH, Laguna Beach, California, 92651, United States

Answer: Sagent Wealth Management's phone number is +18*********

Answer: Sagent Wealth Management's official website is https://sagentwm.com

Answer: Sagent Wealth Management's revenue is Under $1 Million

Answer: Sagent Wealth Management's SIC: 6799

Answer: Sagent Wealth Management's NAICS: 541614

Answer: Sagent Wealth Management has 1-10 employees

Answer: Sagent Wealth Management is in Investment Management

Answer: Sagent Wealth Management contact info: Phone number: +18********* Website: https://sagentwm.com

Answer: At Sagent Wealth Management we specialize in investment management, financial & estate planning, rollovers, IRAs, 401(k)s, and education savings accounts. We offer a complimentary financial checkup to evaluate your investments, review your estate plan and provide you with long-term financial projections, without any commitment. Its yours to keep. We give professional advice with your best interests in mind and strive to provide personalized client service, attention to detail and sound financial advice. Our pillars are Experience l Wisdom I Sound Judgment

Answer:

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