Sagevest Wealth Management
Sagevest Wealth Management (CRD# 143562) is a financial advisory firm headquartered in Mclean, VA. They manage $300,646,604 in 426 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management301MILLION
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Total Number of Accounts426ACCOUNTS
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Average Account Value$705,743
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, MD, TX, VA
Financial Advisors at Sagevest Wealth Management
1
Iram Amir (CRD# 7380735) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has 1 year of experience in the finance industry.
2
Anthony Matteo (CRD# 6809446) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 4 years of experience in the finance industry.
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