Pilar
Straw

Sagepoint Financial, Inc

CRD#1755167
Investment Advisor
in La Jolla, CA

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About this Advisor

Pilar Straw is a financial advisor working out of La Jolla, California with a total of 18 years of relevant experience. Straw is an employee of Sagepoint Financial, Inc. They have been an employee of Sagepoint Financial, Inc for their whole career. Straw maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in California. Sagepoint Financial, Inc is an advisory business based out of Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 financial advisors. It controls $17 billion in assets among its 86,848 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 113 charities and foundations. Of its 86,848 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets. Sagepoint Financial, Inc offers a wide set 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. Financial management fees largely depend on which service is offered. Fees billed by Sagepoint Financial, Inc most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

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

Office Location

4225 Executive Square Suite 120
La Jolla, CA 92037

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

CA Average: 37
Total Number of Accounts

86,848

CA Average: 1,370
Average Account Size

$189,744

CA Average: $1,135,308

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

Pilar Straw Work History

Pilar has been registered as a financial advisor for 18 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Pilar Straw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Leo Choquette
Braintree, MA
Courtney Carr
De Pere, WI
Jeffrey Dzwonkowski
Syracuse, NY
David Walkup
Spring, TX
Kelcie Schiraldi
Youngstown, OH
Timothy Sepsi
Lemont Furnace, PA
Alan Pederson
Phoenix, AZ
Sean Mannello
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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