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SAPIENCE INVESTMENTS, LLC
520 Newport Center Drive
Suite 650
Newport Beach, California 92660
Tel: 949 662 1011
About SAPIENCE INVESTMENTS, LLC
SAPIENCE INVESTMENTS, LLC, formally registered with the SEC as SAPIENCE INVESTMENTS, LLC. The firm was established in 09/16/2016. They have over 1 offices throughout the country.
SAPIENCE INVESTMENTS, LLC is a Newport Beach, California based Financial Planning firm with nearly $443,029,290 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284720 |
| SEC# | 801-108274 |
| Assets Managed by Firm | $443,029,290 |
| No. of Clients | 15 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $443,029,290 |
| High net worth individuals | 4 | $1,060,371 |
| Pension and profit sharing plans | 1 | $136,246,668 |
| Corporations or other businesses | 9 | $193,810,873 |
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