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SARGENT INVESTMENT GROUP

SARGENT INVESTMENT GROUP, LLC

CRD 297499 · SEC 801-113542

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4920 ELM STREET, SUITE 305, BETHESDA, MD, 20814, United States

Phone

(202) 580-6400

Fax

(202) 580-6410

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.48B

Discretionary AUM

$1.17B

Team

18 total employees; 13 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals145$59.3M
High net worth individuals251$1.34B
Charitable organizations11$59.6M

States served

CA, DE, DC, GA, LA, ME, MD, MA, NJ, NM, NY, NC, OR, PA, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD