Sagepoint Financial Inc
- Assets, Funds, Holdings
| Sagepoint Financial Inc
|
| CRD # | 133763 |
| SEC # | 801-64721 |
| CIK # | 0001421628 |
| AUM |
|
| Employees |
3,563 (27% Investors, 40% Brokers)
|
| Phone | 80055233192606 |
| Address | 20 E Thomas Road
Phoenix, AZ 85012 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
51,083
|
9.5 |
| (b) Individuals (high net worth individuals) |
5,993
|
6.5 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
1 |
0.0 |
| (g) Pension and profit sharing plans |
145 |
0.1 |
| (h) Charitable organizations |
113 |
0.1 |
| (i) State or municipal government entities |
2 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
359 |
0.4 |
| (n) Other |
0 |
0.0 |
| Total |
86,848 |
16.5 |
| By Discretionary |
| Discretionary |
73,452 |
13.4 |
| Non-Discretionary |
13,396 |
3.1 |
| Total |
86,848 |
16.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
16.5 |
| Total |
86,848 |
16.5 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $2.0B |
| Clients | 8,921 |
| Serves | Institutional, Retail, Research |
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