Overview
Assets Under Management: $238.6 billion
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 1,221
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 13,295
Discretionary Accounts: 11,267
Non-Discretionary Accounts: 2,028
Regulatory Filings
CRD Number: 126777
Filing ID: 2010678
Last Filing Date: 2025-08-20 10:01:00
Website: https://sageviewadvisory.com