Sargent Investment Group Revenue

Investment Management • Bethesda, Maryland, United States • 11-20 Employees

Sargent Investment Group revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contacts at Sargent Investment Group

Zack Hubbard

Director Of Financial Planning

Laura Hodgson

Director Of Client Relations

Matthew Elmore

Director Of Operations

Company overview

Headquarters	4920 Elm Street, Suite 305, Bethesda, Maryland 20814, US
Phone number	+12025806400
Website	sargentinvestmentgroup.com
NAICS	5231
SIC	621
Keywords	Financial Planning, Investment Management, Wealth Strategy
Employees	11-20
Socials

Sargent Investment Group Email Formats

Sargent Investment Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@sargentinvestmentgroup.com), used 66.7% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@sargentinvestmentgroup.com	66.7%
{first initial}{last name}	jdoe@sargentinvestmentgroup.com	33.3%

About Sargent Investment Group

The Sargent Investment Group manages over $1billion in assets for approximately 235 families. Our team coordinates a comprehensive range of integrated financial services in support of reaching financial goals. Sargent Investment Group, LLC (“SIG”) is a registered investment advisor. SIG provides investment advisory and related services for clients nationally. SIG will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https:/www.sargentinvestmentgroup.com/.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

Entry

Manager

Employees by Department

Sargent Investment Group has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Sargent Investment Group has never raised funding before.

Frequently asked questions

Sargent Investment Group is located in Bethesda, Maryland, US.

You can reach Sargent Investment Group at +12025806400.

Sargent Investment Group generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Sargent Investment Group has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Sargent Investment Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.