Sabrina
Mcgurr
Captrust
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About this Advisor
Sabrina Mcgurr is a financial advisor based in Bellevue, Washington, working with Captrust. Sabrina has previously held positions at Asset Management Strategies, Inc, Cetera Advisors, Trutina Financial, L.L.C, Private Client Services, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Sabrina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Sabrina is part of Captrust, which operates out of Bellevue, Washington. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Sabrina Mcgurr Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Trutina Financial, L.L.C
Private Client Services
Cetera Advisors
Asset Management Strategies, Inc
Disclosures
Please visit the SEC profile of Sabrina Mcgurr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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