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
Lisa Van Arsdale (CRD# 5146982) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Deer Park, IL and has over 8 years of experience in the finance industry.
Winston Ventura (CRD# 5991644) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.
Edward Wagner (CRD# 2866168) 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.
Eric Weissman (CRD# 5207047) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Woodside, CA and has over 17 years of experience in the finance industry.
Steven Woodley (CRD# 2615982) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.
Patrick Abelon (CRD# 4143311) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Glen Allen, VA and has over 23 years of experience in the finance industry.
Thomas Arcuri (CRD# 5154218) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.
Margarita Cross (CRD# 6557801) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Irvine, CA and has over 5 years of experience in the finance industry.
Maressa Etzig-Marin (CRD# 1949064) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in West Palm Beach, FL and has over 8 years of experience in the finance industry.
Thomas Goldman (CRD# 7304288) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in San Jose, CA and has over 3 years of experience in the finance industry.