Michael
Borgen

Sapphire Star Capital LLC

CRD#2767686
Investment Advisor
in Redmond, WA

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About this Advisor

Michael Borgen is a financial advisor based in Redmond, Washington, working with Sapphire Star Capital LLC. Michael has previously held a position at Navellier Securities Corp. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Michael is part of Sapphire Star Capital LLC, which operates out of Redmond, Washington. The firm has 2 employees and manages assets totaling $125.4 million. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Sapphire Star Capital LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

23515 Ne Novelty Hill Road Suite B 221 #338
Redmond, WA 98053

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Sapphire Star Capital LLC Brokerage Details

Total Assets Under Management

$125,441,898

WA Average: $3,566,627,242
Total Number of Employees

2

WA Average: 46
Total Number of Accounts

12

WA Average: 1,499
Average Account Size

$10,453,492

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Michael Borgen Work History

1996 - Present (28 years)

Navellier Securities Corp

Disclosures

Please visit the SEC profile of Michael Borgen 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 Sapphire Star Capital LLC

Michael Borgen
Redmond, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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