 866-462-4432 |
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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. Innovative, open architecture technology that’s easy to navigate and customized for you. Large national educational conferences and webinars, workshops and seminars specifically tailored to your interests. 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:
- Technology that anticipate 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 30 years continuous experience
- Seasoned management with decades of combined industry experience overseeing our daily operations
| All statistics as of 12/31/09 unless otherwise indicated. *As reported by InvestmentNews.com on April 27, 2009. SagePoint Financial, Inc. is a registered broker-dealer and SEC registered investment adviser, Member FINRA and SIPC. |
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Headquarters |
Phoenix, Arizona |
| President & CEO | Jeff Auld |
| Employees | 242 |
| Financial Advisors | 1,996 |
| OSJ Offices Nationwide | 352 |
| Gross Revenue, 2009 | Total: $227 million Investment Advisory: $51 million |
| Assets Under Management | $25,492,955,676 |
| Industry Rank | Part of the second-largest independent broker-dealer network based on gross revenue* |
| Clearing Services | Pershing, LLC |
| Average Assets Under Management Per Advisor | $13.8 million |
- 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
