SARGENT INVESTMENT GROUP

4920 Elm Street
Suite 305
Bethesda, Maryland 20814
Tel: (202) 580-6400

About SARGENT INVESTMENT GROUP

SARGENT INVESTMENT GROUP, formally registered with the SEC as SARGENT INVESTMENT GROUP. The firm was established in 07/06/2018. They have over 1 offices throughout the country.

SARGENT INVESTMENT GROUP is a Bethesda, Maryland based Financial Planning firm with nearly $1,146,796,701 assets under management, offering retirement planning & investment advisory services to 1676 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297499
SEC#	801-113542
Assets Managed by Firm	$1,146,796,701
No. of Clients	1676
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1676	$1,146,796,701
Individuals (other than high net worth individuals)	156	$67,286,801
High net worth individuals	238	$978,846,177
Charitable organizations	6	$41,919,819
Corporations or other businesses	13	$58,743,904

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PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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