SAGENT WEALTH MANAGEMENT
Laguna Beach, CA
AUM
$100.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(949) 756-2226
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CA, LAGUNA BEACH
2 advisers found
Laguna Beach, CA
AUM
$100.4M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(949) 756-2226
Laguna Beach, CA
AUM
$9.2M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-499-2020