Sagepoint Financial, Inc

Investment Advisor
in Torrance, CA
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About this Advisor

Alton Takabayashi is a financial advisor operating out of Torrance, California, with 18 years of experience as a financial advisor. Takabayashi is an employee of Sagepoint Financial, Inc. Throughout their career, they have worked at Doffin Group, Inc Dba Doffin Investments, Semi-Retired, Madison Avenue Securities, Inc, Ano Ano and Sagepoint Financial, Inc. Takabayashi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Sagepoint Financial, Inc is an advisory company that has its headquarters in Torrance, California. The investment advisory business has offices in 615 locations and a total of 2,032 employees. It has $7 billion in total assets among its 33,830 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 67 charitable organizations. Of its 33,830 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. Sagepoint Financial, Inc has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on the type of financial services. Fee types billed by Sagepoint Financial, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

3655 Torrance Blvd Suite 400
Torrance, CA 90503

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management


CA Average: $1,555,372,352
Total Number of Employees


CA Average: 37
Total Number of Accounts


CA Average: 1,370
Average Account Size


CA Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alton Takabayashi Work History

Alton has 18 years of experience.

2017 - Present (2 years)

Sagepoint Financial, Inc

2000 - Present (19 years)

Ano Ano

2010 - 2017 (7 years)

Doffin Group, Inc Dba Doffin Investments

2010 - 2017 (7 years)

Madison Avenue Securities, Inc

2007 - 2010 (3 years)



Alton Takabayashi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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