Sagepointe Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 288883
- Website
- sagepointeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.39%
- Corporations / Businesses19.81%
- Individuals3.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sagepointe Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model is asset-based (percentage of AUM). Sagepointe reports it is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Cash & Cash Equivalents21%
- Investment Grade Corp Bonds15%
Owners & executives
1 of 1Arvind Chopra
Managing Member And Chief Compliance OfficerCRD 6821340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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