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The Sargent Investment Group

EST. AUM
$1,475,799,413

CONTACTS
9

CLIENT ACCOUNTS
1,381

Firm Details

Metro area Washington, DC
CRD Number 297499
Website sargentinvestmentgroup.com
Client types

Overview

Sargent Investment Group (SIG) is an SEC-registered Registered Investment Adviser (RIA) that was founded in August 2018. The group's founding Principals previously worked under the Wells Fargo Advisors brand and collectively possess over 100 years of investing experience. Being independent provides the team with the flexibility and freedom to evolve and adapt to its clients' ever-changing needs, as well as the ever-changing markets globally. SIG manages approximately $1,000,000,000 in assets for about 400 clients. SIG's wealth management process focuses on investment management but also includes coordinating a comprehensive range of integrated financial services to support clients in reaching their financial goals. SIG operates as a fiduciary, meaning the group is legally obligated to prioritize its clients' interests ahead of its own.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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