SageView Advisory Group LLC

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SageView Advisory Group LLC
CRD #126777
SEC #801-64265
CIK #
AUM $133.7 BB (6% Disc, 100% US, 2021-02-01)
Employees 129 (66% Investors, 54% Brokers)
Phone949-955-1395
Address4000 MacArthur Blvd
Newport Beach, CA 92660
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
14011284562802003200920152022
Related Firms State AUM ($BB)
SageView Advisory Group LLC
CA 133.7
SageView Private Client Group LLC
CA 0.0
Comparable Firms State AUM ($BB)
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FL 191.9
First Trust Advisors LP
IL 171.6
RBC Capital Markets LLC
NY 146.6
Voya Investment Management Co LLC
NY 143.5
Commonwealth Equity Services LLC
MA 133.5
Invesco Asset Management Ltd
131.3
Voya Investment Management LLC
GA 69.6
SVB Asset Management
CA 69.4
Cambridge Investment Research Advisors Inc
IA 68.5
Janney Montgomery Scott LLC
PA 62.0
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