SARGENT INVESTMENT GROUP, LLC

SARGENT INVESTMENT GROUP
BETHESDA, Maryland·4 registered advisors·CRD# 297499
SEC# 801-1135420(202) 580-6400
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SARGENT INVESTMENT GROUP, LLC

4 registered advisors
Brian Douglas Mcgregor
BETHESDA, Maryland
Christopher Neel Rhyne
BETHESDA, Maryland
Christopher Smith Sargent
BETHESDA, Maryland
Ricardo Martin Rosenberg
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. SARGENT INVESTMENT GROUP, LLC (CRD# 297499) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.