SAGEVIEW PRIVATE CLIENT GROUP, LLC
CRD #134997 SEC #801-80138 NEWPORT BEACH, CA 949-955-1395
SEC Registered
Total AUM
--
Discretionary
--
Employees
10
Clients
10
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $0 | $0 | $0 | 15 | 127 |
| Mar 2016 | $0 | $0 | $0 | 15 | 127 |
| Jul 2014 | $0 | $0 | $0 | 30 | 26 |
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients127
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients127
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees30
Clients26