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SARGENT INVESTMENT GROUP
Tel: (202) 580-6400
4920 Elm Street Suite 305
Bethesda, Maryland 20814
SARGENT INVESTMENT GROUP
SARGENT INVESTMENT GROUP is a Bethesda, Maryland based financial advisory firm with nearly $1,146,796,701 in assets under management and provides investment advisory services for 1676 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
297499
SEC#:
801-113542
No. of Clients:
1676
Assets under Management
$1,146,796,701
No. of Advisors:
13
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