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SagePoint Financial

California, United States · 327 Employees

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Who is SagePoint Financial

SagePoint Financial, Inc. is part of one of the nation's largest independent broker-dealer organizations and a Registered Investment Advisor, member FINRA and SIPC. SagePoint is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry.Read More

Headquarters

Headquarters:

33945 Calle La Primavera, Dana Point, California, 92629, United States
Phone Number

Phone Number:

(949) 336-1399
Revenue

Revenue:

$77 Million
SagePoint Financial's Social Media
SIC Code 62,621
NAICS Code 52,523
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SagePoint Financial's Org Chart

Desireé Sii
Desireé Sii

President & Chief Executive Officer

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Ken Cangilla
Ken Cangilla

President

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John Herron
John Herron

President At Endersbe, Herron and A...

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SagePoint Financial Company Metrics

Company Insights
Employee Growth Rate
Acquisitions & Subsidiaries

Jul 18, 2022

Four Seasons Financial Group

Jul 18, 2022

triadadvisors.com

Jul 18, 2022

SagePoint Financial

Jun 18, 2021

Essex National Securities

Jun 06, 2019

Securities Licensed Through Investacorp

Nov 11, 2018

Women Advisors Connect

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SagePoint Financial's Tech Stack

Workday Financial Management

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Workday

Workday

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Workday

reCAPTCHA

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Google

reCAPTCHA v2.0

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Google
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SagePoint Financial News & Media

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services PHOENIX, Aug. 22, 2022 /PRNewswire/ -- Advisor Group Inc., the nation's largest network of independent wealth management firms, today announced the successful recruitment of Brian...

Advisor Group Welcomes IronBridge Wealth Counsel To Its Network

Ensemble Practice of Eight Wealth Advisors That Oversee $800 Million In Total Client Assets to Join SagePoint Financial PHOENIX, June 2, 2022 /PRNewswire/ -- Advisor Group Inc., the nation's largest network of independent wealth management firms, today announced the addition of IronBridge...

Advisor Group Welcomes Brett Straub CFP® And Stephanie Wade To Its Platform With Over $120 Million In Assets

New Jersey-Based Independent Financial Advisors Affiliate with Advisor Group Through SagePoint Financial from Principal Securities PHOENIX, March 16, 2022 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful...
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Frequently Asked Questions regarding SagePoint Financial

Where are SagePoint Financial’s headquarters?

SagePoint Financial’s headquarters are in 33945 Calle La Primavera, Dana Point, California, 92629, United States

What is SagePoint Financial’s phone number?

SagePoint Financial’s phone number is (949) 336-1399

What is SagePoint Financial’s official website?

SagePoint Financial’s official website is www.sagepointfinancial.com

What is SagePoint Financial’s Revenue?

SagePoint Financial’s revenue is $77 Million

What is SagePoint Financial’s SIC code?

SagePoint Financial’s SIC: 62,621

What is SagePoint Financial’s NAICS code?

SagePoint Financial’s NAICS: 52,523

How many employees are working in SagePoint Financial?

SagePoint Financial has 327 employees

Who are SagePoint Financial’s main competitors?

SagePoint Financial's main competitors are: Royal Alliance Associates Inc, Cambridge Investment Research ..., The Leaders Group Inc, Summit Financial Resources Inc

What companies has SagePoint Financial acquired?

SagePoint Financial has acquired the companies: Four Seasons Financial Group, triadadvisors.com, SagePoint Financial, Essex National Securities

What is SagePoint Financial's tech stack?

The technologies that are used by SagePoint Financial are: Workday Financial Management, Workday, reCAPTCHA, reCAPTCHA v2.0

Who is SagePoint Financial's CEO?

SagePoint Financial's CEO is Desireé Sii

See more information about SagePoint Financial

Trending Intent Signals iIntent topics are topics that prospects are actively searching for online.

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Cloud Migration

100

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Signal Location
Europe
Date
11/26/22
Score
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SagePoint Financial Search Intents

Data Analytics

74

4 Signals found

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Europe
Date
11/26/22
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