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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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