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Building 2SAGEVIEW ADVISORY GROUP, LLC

Map pinNEWPORT BEACH, CA
Phone800-814-8742
NotebookSEC #801-64265
Total AUM
$37.5B
Employees
195
Clients
915

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 MACARTHUR BLVD.
SUITE 1050
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
800-814-8742
Other Offices
23

ReceiptFinancials

Total AUM
$37.5B
Accounts
1,301
Discretionary
$37.5B
Accounts
1,301
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$54.8M
HNW Individual Clients
95
AUM
$468.7M
Pension/Profit Sharing Plan Clients
668
AUM
$35.6B
Government Entity Clients
19
AUM
$1.3B
Corporation or Business Clients
9
AUM
$35.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Pending Civil ProceedingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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