Sageview Advisory Group, LLC
Sageview Advisory Group, LLC (CRD# 126777) is a financial advisory firm headquartered in Newport Beach, CA. They manage $202,573,491,630 in 34,543 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management202,573MILLION
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Total Number of Accounts34,543ACCOUNTS
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Average Account Value$5,864,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Sarah Parker (CRD# 5128945) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Lisa Quinn (CRD# 2948596) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry.
Christine Quintero (CRD# 5606907) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 3 years of experience in the finance industry.
Bianca Soto (CRD# 6342798) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Tulsa, OK and has over 4 years of experience in the finance industry.
Jonathan St. Clair (CRD# 6044375) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.
Charlotte Valentino (CRD# 5525486) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.
Adam Voeste (CRD# 7839730) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Larkin Walsh (CRD# 2520194) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Joseph Whatley (CRD# 7408319) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.