Active
SEC Registered
SAGEVIEW ADVISORY GROUP, LLC
CRD# 126777
SEC# 801-64265 4000 MACARTHUR BLVD., NEWPORT BEACH, CA, 92660
Key Takeaway
SAGEVIEW ADVISORY GROUP, LLC is an active investment firm with 1 registered advisors, managing $201.3B in assets, headquartered in NEWPORT BEACH, CA.
Firm Details
| Total AUM | $201.3B |
| Number of Accounts | 12 |
| Number of Advisors | 1 |
| Organization Type | Other |
| Phone | 800-814-8742 |
| Website | HTTPS |
| Disclosure Count | 0 (0 advisors with disclosures) |
Advisors at SAGEVIEW ADVISORY GROUP, LLC
| Name | CRD | Status | AUM | Disclosures |
|---|---|---|---|---|
| Lisa Ann Quinn | 2948596 | Active | Not disclosed | 0 |
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Frequently Asked Questions
SAGEVIEW ADVISORY GROUP, LLC is listed as active in the SEC IAPD database with CRD number 126777. They are registered with the SEC.
SAGEVIEW ADVISORY GROUP, LLC has 1 registered investment advisor(s) listed in our database.
SAGEVIEW ADVISORY GROUP, LLC manages $201.3B in total assets under management.