RIA Intelligence

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

CRD #154393 SEC #801-71818 EUGENE, OR 541-762-0300
SEC Registered
Total AUM
$501.9M
Discretionary
$488.2M
Employees
1
Clients
0
Accounts
2,285

AUM Over Time

DateNov 2011
Total AUM$501.9M
Discretionary$488.2M
Non-Disc.$13.7M
Employees1
Clients251
DateFeb 2011
Total AUM$450M
Discretionary$440M
Non-Disc.$10M
Employees5
Clients--
DateOct 2010
Total AUM$250M
Discretionary$240M
Non-Disc.$10M
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--