March 23, 2017 11:09 AM ET

Capital Markets

Company Overview of SagePoint Financial, Inc.

Company Overview

SagePoint Financial, Inc. operates as a broker-dealer. The company offers tools, support, and services to independent financial advisors to serve their clients and expand their businesses. It also offers investment advisory services ranging from access to institutional money managers and mutual funds to customized investment policy statements and performance monitoring. The company provides services in the areas of load and no-load mutual funds; variable and fixed annuities; term, whole, universal, and variable life insurances; stocks and bonds; direct investments; traditional insurance options; and brokerage accounts. SagePoint Financial, Inc. was formerly known as AIG Financial Advisors In...

2800 North Central Avenue

Suite 2100

Phoenix, AZ 85004-1072

United States

Founded in 2004

Phone:

800-552-3319

Key Executives for SagePoint Financial, Inc.

Chief Executive Officer and President
Age: 56
Chief Executive Officer of AIG Advisor Group and President of AIG Advisor Group
Age: 59
Chief Compliance Officer and Vice President
Senior Vice President of Recruiting
Senior Vice President of Recruiting
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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