SageView Advisory Group Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households.

We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

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SageView Advisory Group Global Highlights

North America
453

United States Of America
453

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Spain
1

Oceania
1

Australia
1

SageView Advisory Group's Leadership

A. B.
Chief Executive Officer
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J. L.
Chief Executive Officer
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R. P.
CIO
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J. B.
Chief Operating Officer
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S. G.
Chief Growth Officer
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C. W.
Chief Financial Officer
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D. F.
Chief Compliance Officer
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B. G.
Chief Investment Officer
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SageView Advisory Group Employee Metrics

100%

50%

0%

2024

2023

Consultant
Finance
Operations
Sales
Analytics
Other

Contact profiles from SageView Advisory Group

Name

Title

Contact Info

Location

Last Update

J. B.
Chief Operating Officer
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Mobile Phone
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Email
United StatesWashington
Nov 07, 2024
S. G.
Chief Growth Officer
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Email
United StatesMassachusetts
Oct 31, 2024
C. W.
Chief Financial Officer
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Mobile Phone
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Email
United StatesNew York
Oct 22, 2024
J. U.
President, Head Of Institutional Retirement
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Mobile Phone
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Email
United StatesCalifornia
Nov 07, 2024
J. M.
Managing Director/Family Cfo
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Email
United StatesTennessee
Aug 07, 2024
D. F.
Chief Compliance Officer
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Email
United StatesNew Jersey
Nov 04, 2024
R. P.
Cio
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Mobile Phone
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Email
United StatesCalifornia
Oct 10, 2024
A. P.
Partner
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Email
United StatesFlorida
Oct 23, 2024
A. B.
Chief Executive Officer
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Mobile Phone
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Email
UNITED STATES
Jul 07, 2024
B. G.
Chief Investment Officer
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Mobile Phone
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Email
Oct 17, 2024

Frequently Asked Questions

What is SageView Advisory Group known for?

SageView Advisory Group was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 4000 MacArthur Blvd, Suite 1050 Newport Beach, California 92660 US; you can contact the main corporate office by phone at

+1-800-814-****

. Explore SageView Advisory Group's company overview page for more information.

What is SageView Advisory Group's most common email format?

SageView Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SageView Advisory Group email formats with LeadIQ.

How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 253 employees as of October 2024. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are SageView Advisory Group's key employees and leadership?

As of October 2024, SageView Advisory Group's key employees include:

Chief Executive Officer: A. B.
Chief Executive Officer: J. L.
CIO: R. P.
Chief Operating Officer: J. B.
Chief Growth Officer: S. G.

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