SAGEVIEW ADVISORY GROUP, LLC
About SAGEVIEW ADVISORY GROUP, LLC
SAGEVIEW ADVISORY GROUP, LLC is a Newport Beach, California based financial advisory firm with nearly $202,573,491,630 in assets under management and provides investment advisory services for 34543 clients. There are currently 262 financial advisors at the firm.
126777
801-64265
$202,573,491,630
34543
262
131
36
Approved since May 31, 2005
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
A percentage of AUM, Hourly charges, Fixed fees
Clients by Type
| Client Type | Clients | Assets Under Management |
|---|---|---|
| Individuals (other than high net worth) | 9,871 | $999,872,466 |
| High net worth individuals | 900 | $2,348,448,973 |
| Pension and profit sharing plans | 2,250 | $181,658,009,382 |
| Charitable organizations | 4 | $1,664,467 |
| State or municipal government entities | 130 | $17,421,930,076 |
| Corporations or other businesses | 53 | $143,566,266 |
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