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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2017
- Office Locations
- 1
Office Locations
About Sagepointe Advisors LLC
Sagepointe Advisors is a Fremont, CA RIA focused solely on investment management, emphasizing client education and clarity around risk and tradeoffs. Portfolios are built by segmenting assets by objective, time horizon, and risk preference, then implementing strategies that avoid individual stocks or bonds in favor of diversified index exposures across equities, bonds/treasuries, REITs, gold, commodities, and the U.S. dollar basket.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
Arvind Chopra
Associate Vice President, Chief Compliance Officer, Managing Member
- CRD
- #6821340
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,610,554 | -- |
| Non-Discretionary | $6,036,220 | -- |
| Total | $79,646,774 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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