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SAGEVIEW ADVISORY GROUP, LLC

4000 Macarthur Blvd.
Suite 1050
Newport Beach, California 92660
Tel: 949-955-1395

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About SAGEVIEW ADVISORY GROUP, LLC

SAGEVIEW ADVISORY GROUP, LLC, formally registered with the SEC as SAGEVIEW ADVISORY GROUP, LLC. The firm was established in 05/31/2005. They have over 37 offices throughout the country.

SAGEVIEW ADVISORY GROUP, LLC is a Newport Beach, California based Financial Planning firm with nearly $156,399,419,714 assets under management, offering retirement planning & investment advisory services to 21119 clients. The firm is staffed with 224 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#126777
SEC#801-64265
Assets Managed by Firm$156,399,419,714
No. of Clients21119
No. of Advisors224

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total21119$156,399,419,714
Individuals (other than high net worth individuals)1259$708,723,929
High net worth individuals246$1,721,695,006
Pension and profit sharing plans1176$142,072,175,846
Charitable organizationsFewer than 5 clients$1,171,011
Corporations or other businesses20$84,321,951

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