4000 Macarthur Blvd.
Suite 1050
Newport Beach, California 92660
Tel: 949-955-1395
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 126777 |
SEC# | 801-64265 |
Assets Managed by Firm | $156,399,419,714 |
No. of Clients | 21119 |
No. of Advisors | 224 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21119 | $156,399,419,714 |
Individuals (other than high net worth individuals) | 1259 | $708,723,929 |
High net worth individuals | 246 | $1,721,695,006 |
Pension and profit sharing plans | 1176 | $142,072,175,846 |
Charitable organizations | Fewer than 5 clients | $1,171,011 |
Corporations or other businesses | 20 | $84,321,951 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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