SARGENT INVESTMENT GROUP, LLC
Doing business as SARGENT INVESTMENT GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,475,799,413
Discretionary
$1,165,082,546
Non-discretionary
$310,716,867
Firm details
- CRD number
- 297499
- SEC file number
- 801-113542
- Main office
- BETHESDA, MD, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.