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Put our power
behind your business.
The advisors we serve enjoy the best of both worlds – big-firm resources with a small-firm feel. That’s because SagePoint Financial is part of the largest truly independent broker-dealer network in the industry. We’re home to a senior management team, all individuals with over 20 years of experience in the industry, with an open door policy. Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet the next generation of challenges and opportunities.
We are the broker-dealer with:
- Our incredibly liberating All Ways Open ArchitectureSM
- Flexible technology to meet your needs
- Proven resources to accelerate your growth
- Service and support that meets your way of working
- Leadership that listens and responds to your ideas
- Over 40 years of experience
- Seasoned management with decades of combined industry experience overseeing our daily operations
- Large national educational conferences and webinars, workshops and seminars specifically tailored to your interests
| Headquarters | Phoenix, AZ |
| Established | 1970 |
| 2011 Gross Revenue | $235,603,434 |
| 2011 AUM | $25,173,600,000 |
| 2011 Producing Advisors | 1,683 |
| 2011 Average GDC | $133,782 |
| Advisor Retention Rate | 96% |
| Average Tenure with Broker-Dealer | 11.1 years |
| President & CEO | Jeffrey Auld |
- SagePoint offers big-firm resources with a small-firm feel
- Our technology addresses your evolving needs
- We listen, and provide solutions driven by your input
RECRUITING HOTLINE866-462-4432 |
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