Sageview Advisory Group, LLC
Sageview Advisory Group, LLC is a RIA based in Irvine, CA with $14B in AUM and with 36 advisors nationwide. Randall Craig Long is the majority owner of the firm and has been in this role with the firm since 1998.
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Firm Assets Under Management
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
Affiliated Investment Advisors and Broker Dealers
No firm affiliates listed.
Principal Office & Place of Business
1920 Main St.
|Other Offices Address
|4951 Lake Brook Drive
|800 Main St.
|2425 South 144th St.
|333 E. Butterfield Rd
|101 Tremont St.
|8161 Maple Lawn Blvd
|9233 Ward Pkwy
|1400 Centerpark Blvd
||West Palm Beach
|8331 East Walker Springs Lane
|5201 Johnson Dr.
|1 Bush Street
|2323 N. Mayfield Road
|1334 Parkview Ave.
|233 S. Wacker Drive
|1600 Utica Ave. South
Firm Compensation Arrangements
Types of Compensation Arrangements
Percentage of Assets