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| SageView Advisory Group LLC
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|---|---|
| CRD # | 126777 |
| SEC # | 801-64265 |
| CIK # | 0001914558 |
| AUM | $202.6 BB (2024-08-14) |
| Employees | 262 (50% Investors, 32% Brokers) |
| Phone | 800-814-8742 |
| Address | 4000 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,871 | 1.0 |
| (b) Individuals (high net worth individuals) | 900 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,250 | 181.7 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 130 | 17.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 34,543 | 202.6 |
| By Discretionary | ||
| Discretionary | 32,472 | 21.5 |
| Non-Discretionary | 2,071 | 181.0 |
| Total | 34,543 | 202.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 202.0 | |
| Total | 34,543 | 202.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001914558] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
SageView Advisory Group LLC
✚
|
CA | 202.6 |
|
SageView Private Client Group LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 275.4 |
|
Financial Engines Advisors LLC
✚
|
CA | 270.8 |
|
Voya Investment Management Co LLC
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|
NY | 241.8 |
|
First Trust Advisors LP
✚
|
IL | 210.9 |
|
Nissay Asset Management Corporation
✚
|
206.7 | |
|
RBC Capital Markets LLC
✚
|
NY | 201.3 |
|
Commonwealth Equity Services LLC
✚
|
MA | 177.0 |
|
Corient Private Wealth LLC
✚
|
FL | 118.2 |
|
Invesco Asset Management Ltd
✚
|
107.4 | |
|
Cetera Investment Advisers LLC
✚
|
IL | 104.5 |