Sapient Private Wealth Management Services LLC
Legal Name: SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
Full Contact Details
Sapient Private Wealth Management Services LLC
101 EAST BROADWAY SUITE 480, EUGENE, OR
541-762-0300
541-342-8082
Other Info
Sapient Private Wealth Management Services is a Delaware-based limited liability company with a total of 16 employees, all of whom serve as advisors. While its client base is unspecified, the firm has been approved by the U.S. Securities and Exchange Commission, with a registration date of September 30th, 2011.
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Client LoginOrionFidelityHomeWho We AreStoryEthosPeopleWho We ServeClient ProfileWhat We DoApproachWhat You Can Expect From UsInsightsContactMenuWe are Sapient Private Wealth Management.A financial advisory firm with an uncompromising commitment to client care.At Sapient we see ourselves as life-lon…
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Direct Owners
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ALAN RAY REXIUS
PARTNER owns less than 5%
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DENNIS S KONRADY
PARTNER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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GREGORY PATRICK ERWIN
CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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JACOB PAUL ELD
CHIEF INVESTMENT OFFICER owns less than 5%
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JONATHAN DALE RIDDLE
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more