SAGEVIEW ADVISORY GROUP, LLC

4000 Macarthur Blvd.
Suite 1050
Newport Beach, California 92660
Tel: 800-814-8742

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 $202,573,491,630 assets under management, offering retirement planning & investment advisory services to 34543 clients. The firm is staffed with 262 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126777
SEC#	801-64265
Assets Managed by Firm	$202,573,491,630
No. of Clients	34543
No. of Advisors	262

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	34543	$202,573,491,630
Individuals (other than high net worth individuals)	9871	$999,872,466
High net worth individuals	900	$2,348,448,973
Pension and profit sharing plans	2250	$181,658,009,382
Charitable organizations	4	$1,664,467
Corporations or other businesses	53	$143,566,266

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