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SAGEVIEW ADVISORY GROUP, LLC
CRD 126777 · SEC 801-64265
4000 MACARTHUR BLVD., SUITE 1050, NEWPORT BEACH, CA, 92660, United States
Phone
800-814-8742
Fax
949-955-1991
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$37.50B
Discretionary AUM
$37.50B
Team
195 total employees; 112 advisory reps; 1732 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $54.8M |
| High net worth individuals | 95 | $468.7M |
| Pension/profit sharing plans | 668 | $35.63B |
| State/municipal entities | 19 | $1.31B |
| Corporations/business entities | 9 | $35.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD