Sageview Advisory Group, LLC

Sageview Advisory Group, LLC (CRD# 126777) is a financial advisory firm headquartered in Newport Beach, CA. They manage $156,399,419,714 in 21,119 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    156,399
    MILLION
  • Total Number of Accounts
    21,119
    ACCOUNTS
  • Average Account Value
    $7,405,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Sageview Advisory Group, LLC
Showing 41 - 50 of 99 top financial advisors.
41
Nichole R. Labott
CRD#: 5283078
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA 92660

Nichole Labott (CRD# 5283078) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

42
David W. Lum
CRD#: 2073428
900 Fort Street Mall, Pioneer Plaza, Suite 1505, Honolulu, HI 96813

David Lum (CRD# 2073428) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Honolulu, HI and has over 8 years of experience in the finance industry.

43
Christopher C. Martin
CRD#: 5401206
1111 N Northshore Drive, N325, Knoxville, TN 37919

Christopher Martin (CRD# 5401206) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Knoxville, TN and has over 16 years of experience in the finance industry.

44
James D. McDonald
CRD#: 1683371
7500 Olson Memorial Hwy, Ste 225, Golden Valley, MN 55427

James McDonald (CRD# 1683371) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Golden Valley, MN and has over 32 years of experience in the finance industry.

45
Stephan J. Miskjian
CRD#: 2844720
27240 Turnberry Lane, Valencia, CA 91355

Stephan Miskjian (CRD# 2844720) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Valencia, CA and has over 27 years of experience in the finance industry.

46
Robert J. Noll
CRD#: 2566822
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA 92660

Robert Noll (CRD# 2566822) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.

47
Chad K. Olson
CRD#: 6702509
201 Lake St., Suite 240, Wayzata, MN 55391

Chad Olson (CRD# 6702509) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Wayzata, MN and has over 7 years of experience in the finance industry.

48
Scott R. Ondek
CRD#: 5694973
2995 Woodside Rd., Suite 450, Woodside, CA 94062

Scott Ondek (CRD# 5694973) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Woodside, CA and has over 14 years of experience in the finance industry.

49
Jacob S. Oshaughnessy
CRD#: 3225071
522 Sw Fifth Avenue, Suite 1225, Portland, OR 97204

Jacob Oshaughnessy (CRD# 3225071) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Portland, OR and has over 24 years of experience in the finance industry.

50
Robert J. Patton
CRD#: 2772399
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA 92660

Robert Patton (CRD# 2772399) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 27 years of experience in the finance industry.

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