Sargent Investment Group Employee Directory

Investment ManagementMaryland, United States11-50 Employees

Sargent Investment Group (SIG) is a registered investment adviser operating in the investment management industry, coordinating a full suite of integrated financial services to help clients reach their financial goals. Based in Bethesda, Maryland, SIG serves clients nationally and manages more than $1 billion in assets for about 235 families, indicating a focus on high-net-worth individuals and family offices seeking comprehensive portfolio guidance.

The firm emphasizes an advisory-centered approach, providing investment advisory and related services through registrations and licenses required across states where it conducts business. Recent activity noted in public sources highlights SIG's involvement in acquiring minority stakes in various public companies, reflecting its ongoing engagement in diversified asset ownership within its advisory framework.

Sign up for free to view info

Company overview Email format