Sagemark Consulting

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

18400 Von Karman Ave Ste 400, Irvine, Ca...

Phone Number

(949) 660-0661

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Sagemark Consulting

Sagemark Consulting, a marketing name for Osaic FA, Inc., provides comprehensive financial planning services focused on wealth accumulation, preservation, and retirement. With over 50 years of combined experience, they offer personalized guidance in areas such as investment management, estate transfer planning, and business owner planning. Their client base includes individuals seeking long-term wealth management solutions, supported by a philosophy of serving clients' best interests. The company operates from its headquarters in Irvine, California, with additional offices nationwide.Explore more
Sagemark Consulting's Social MediaPopular SearchesSagemark Consultingsagemarkconsultingoc.comSIC Code 62,628NAICS Code 52,523Show more

Sagemark Consulting Org Chart

PhoneEmail
DD
United States flag for contact location.

Financial Planner & Director, Planning

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LB
United States flag for contact location.

Manager, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sagemark Consulting

<$5M
1-10
Private
-
-
DD
David DowningFinancial Planner & Director, Planning
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
AC
Ann CarsonAdministrative Assistant
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1986
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1984
CN
Carole NaderDirector, Financial Plann
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sagemark Consulting is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sagemark Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sagemark Consulting.

Sagemark Consulting Tech Stack

A closer look at the technologies used by Sagemark Consulting

Top Finance Companies

Frequently Asked Questions Regarding Sagemark Consulting

What is Sagemark Consulting's official website?
Sagemark Consulting's official website is www.sagemarkconsultingoc.com
What is Sagemark Consulting's Revenue?
Sagemark Consulting's revenue is <$5 Million
What is Sagemark Consulting's SIC code?
Sagemark Consulting's SIC: 62,628
What is Sagemark Consulting's NAICS code?
Sagemark Consulting's NAICS: 52,523
How many employees does Sagemark Consulting have?
Sagemark Consulting has 1-10 employees
What industry does Sagemark Consulting belong to?
Sagemark Consulting is in the industry of: Finance, Insurance, Securities Trading
What is Sagemark Consulting competition?
Sagemark Consulting top competitors include: Broadridge Financial Solutions, Greco-Nader Wealth Navigation, The McGrady Group, Robert L. Hamlin, Jr. - Lincoln Financial Advisor
What companies has Sagemark Consulting acquired?
Sagemark Consulting has acquired the companies: The Administrative Management Group, Jefferson-Pilot Corporation
What technology does Sagemark Consulting use?
Some of the popular technologies that Sagemark Consulting uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Sagemark Consulting?
Sagemark Consulting contact info: Phone number: (949) 660-0661 Website: www.sagemarkconsultingoc.com
What does Sagemark Consulting do?

Sagemark Consulting, a marketing name for Osaic FA, Inc., provides comprehensive financial planning services focused on wealth accumulation, preservation, and retirement. With over 50 years of combined experience, they offer personalized guidance in areas such as investment management, estate transfer planning, and business owner planning. Their cl... ient base includes individuals seeking long-term wealth management solutions, supported by a philosophy of serving clients' best interests. The company operates from its headquarters in Irvine, California, with additional offices nationwide.Read More

What are Sagemark Consulting social media links?
Sagemark Consulting Linkedin page
Is Sagemark Consulting a public company?
Sagemark Consulting is private company therefore does not currently have an official ticker symbol
See more information about Sagemark Consulting

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