SAGEVIEW ADVISORY GROUP, LLC

NEWPORT BEACH, California·8 registered advisors·CRD# 126777
SEC# 801-6426536800-814-8742
01

Firm Overview

AUM
$202.6B
Regulatory assets under management
Employees
262
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SAGEVIEW ADVISORY GROUP, LLC

8 registered advisors
Anthony Louis Notermann
NEWPORT BEACH, California
Brock Martin Becker
IRVINE, California
Chandra Ellen Halverson
NEWPORT BEACH, California
Jorge A Bernal
NEWPORT BEACH, California
Matthew Craig Hammonds
IRVINE, California
Michael T Byun
IRVINE, California
Randall Craig Long
NEWPORT BEACH, California
Sharina Maria Merid
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
5 advisors
IRVINE, California
3 advisors

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Data sourced from SEC Form ADV filings. SAGEVIEW ADVISORY GROUP, LLC (CRD# 126777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.