SageView Advisory Group Revenue

Financial Services • Newport Beach, California, United States • 201-500 Employees

SageView Advisory Group revenue & valuation

Annual revenue	$91,800,000
Revenue per employee	$355,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$293,500,000
Total funding	No funding

Overview Emails Format About Employees Insights Funding Tech Stack Trending Companies FAQ

Company overview

Headquarters	4000 MacArthur Blvd, Suite 1050, Newport Beach, California 92660, US
Phone number	+19499883215
Website	sageviewadvisory.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Actuarial Consulting, Financial Wellness, Plan Design Consulting, Fiduciary Risk Management, Retirement Plan And Investment Consulting
Founded	1989
Employees	201-500
Socials

SageView Advisory Group Email Formats

SageView Advisory Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@sageviewadvisory.com), used 69.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sageviewadvisory.com	69.2%
{first name}{last name}	johndoe@sageviewadvisory.com	24%
{last name}{last name}	doedoe@sageviewadvisory.com	5%

About SageView Advisory Group

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. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. 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.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry

C-Suite

Vice President

Employees by Department

SageView Advisory Group has 194 employees across 10 departments.

Departments

Number of employees

Funding Data

SageView Advisory Group has never raised funding before.

SageView Advisory Group Tech Stack

Discover the technologies and tools that power SageView Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Vimeo

Video players

Google Maps

Maps

Wistia

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

Apple iCloud Mail

Webmail

Frequently asked questions

SageView Advisory Group is located in Newport Beach, California, US.

You can reach SageView Advisory Group at +19499883215.

SageView Advisory Group generates an estimated annual revenue of $91,704,500. This revenue figure reflects the company's market position and business performance in its industry.

SageView Advisory Group has an estimated valuation of $293,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SageView Advisory Group was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

SageView Advisory Group has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SageView Advisory Group

John Longley

Chief Executive Officer

@sageviewadvisory.com

4.8

40,000 users