SAGEBROADVIEW WEALTH MANAGEMENT, LLC

10 Waterside Drive
Suite 305
Farmington, Connecticut 06032-2837
Tel: 860-606-3580

About SAGEBROADVIEW WEALTH MANAGEMENT, LLC

SAGEBROADVIEW WEALTH MANAGEMENT, LLC, formally registered with the SEC as SAGEBROADVIEW WEALTH MANAGEMENT, LLC. The firm was established in 07/16/2015. They have over 3 offices throughout the country.

SAGEBROADVIEW WEALTH MANAGEMENT, LLC is a Farmington, Connecticut based Financial Planning firm with nearly $317,621,091 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126472
SEC#	801-100506
Assets Managed by Firm	$317,621,091
No. of Clients	586
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	586	$317,621,091
Individuals (other than high net worth individuals)	47	$15,366,556
High net worth individuals	97	$300,146,045
Corporations or other businesses	Fewer than 5 clients	$2,108,490

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