Richard
Grucz

Sagepoint Financial, Inc

CRD#1525599
Investment Advisor
in Allen Park, MI

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About this Advisor

Richard Grucz is a financial advisor based out of Allen Park, Michigan, who has been in the industry for 10 years. Grucz works at Sagepoint Financial, Inc. Their career trajectory has included roles at American Portfolios Financial Services, Inc and Sagepoint Financial. Grucz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida, Michigan and Texas. Sagepoint Financial, Inc is a firm that has its headquarters in Allen Park, Michigan. The company has offices in 564 locations and a total of 1,954 financial advisors. It has $10 billion in total assets between its 46,390 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 83 charities and foundations. Of its 46,390 accounts, 16% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number of services, such as 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 the services offered. However, fee types billed by Sagepoint Financial, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

Yes

Office Location

7000 Roosevelt Suite 103
Allen Park, MI 48101

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

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

1,954

MI Average: 37
Total Number of Accounts

46,390

MI Average: 1,370
Average Account Size

$215,462

MI 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

Richard Grucz Work History

Richard has 10 years of experience.

2011 - Present (10 years)

Sagepoint Financial

2010 - 2011 (1 year)

American Portfolios Financial Services, Inc

Disclosures

Richard Grucz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Erika Lewin-Harris
Boca Raton, FL
Eric Sanger
Phoenix, AZ
Mohammad Vedadi
Minneapolis, MN
David Morris
Clarks Summit, PA
Tyler Bernards
Orem, UT
Joanne Sturgill
Newark, CA
Susan Osborn
Camarillo, CA
Stephen Myers
Canton, OH

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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