SARGENT INVESTMENT GROUP

BETHESDA, MD

(202) 580-6400

SEC #801-113542

Total AUM

$1.5B

Employees

Clients

408

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

4920 ELM STREET
SUITE 305
BETHESDA
MD 20814
United States

Operating Hours

9:00AM -5:00PM
Monday - Friday

Phone

(202) 580-6400

Financials

Total AUM

$1.5B

Accounts

1,381

Discretionary

$1.2B

Accounts

1,229

Non-Discretionary

$310.7M

Accounts

152

Clients

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Individual Clients

145

AUM

$59.3M

HNW Individual Clients

251

AUM

$1.3B

Charitable Organization Clients

AUM

$59.6M

Corporation or Business Clients

AUM

$21.7M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management

Compensation Types

Charges Fixed FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

CACTDCDEFLGALAMAMDMENCNHNJNMNYORPATXVA

Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.