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
Kevin Schmeits (CRD# 6827101) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Louisville, CO and has over 6 years of experience in the finance industry.
David Shnapek (CRD# 4839236) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.
Zachary Smith (CRD# 6126796) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.
Deanna Spivey (CRD# 4765209) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Glen Allen, VA and has over 19 years of experience in the finance industry.
Brien Stewart (CRD# 5469684) 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.
Garrett Stinson (CRD# 3134870) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
Kyle Thompson (CRD# 5291280) 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.
Robert Trethewey (CRD# 4075824) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.
Jonathan Upham (CRD# 2957743) 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.
Judy Van Arsdale (CRD# 4501561) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry.