Sargent Investment Group
Investment-Management
Website
Company Tagline
Investment and Wealth Managers since 1966
Industry Category
Business Keywords
Company Description
Sargent Investment Group is a leading investment management firm dedicated to providing comprehensive financial services to families. With a strong foundation built since 1966, Sargent Investment Group manages over $1 billion in assets, catering to the unique financial goals of approximately 235 families.
Located at 4920 Elm Street, Suite 305, Bethesda, Maryland 20814, US, Sargent Investment Group coordinates a wide array of integrated financial services. The firm operates as a registered investment advisor, ensuring compliance with all applicable registrations and licenses across various states. Sargent Investment Group's approach is centered on crafting personalized wealth strategies, offering expert investment management, and delivering thorough financial planning solutions.
Sargent Investment Group is committed to helping clients achieve their financial aspirations through diligent and customized service. We invite the manager of Sargent Investment Group to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Sargent Investment Group est une société de gestion de placements de premier plan qui se consacre à fournir des services financiers complets aux familles. Forte d'une base solide construite depuis 1966, Sargent Investment Group gère plus d'un milliard de dollars d'actifs, répondant aux objectifs financiers uniques d'environ 235 familles.
Situé au 4920 Elm Street, Suite 305, Bethesda, Maryland 20814, États-Unis, Sargent Investment Group coordonne un large éventail de services financiers intégrés. La société opère en tant que conseiller en investissement agréé, garantissant la conformité avec toutes les inscriptions et licences applicables dans divers États. L'approche de Sargent Investment Group est centrée sur l'élaboration de stratégies de patrimoine personnalisées, offrant une gestion d'investissement experte et fournissant des solutions complètes de planification financière.
Sargent Investment Group s'engage à aider ses clients à atteindre leurs aspirations financières grâce à un service diligent et personnalisé. Nous invitons le gestionnaire de Sargent Investment Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Sargent Investment Group with 3 companies in Investment-Management
| Comparison Field |
Sargent Investment GroupMain Company |
ClearStep FinancialView Profile |
Evelyn PartnersView Profile |
SIGNETView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2013 | 1993 | |
|
Company Size
|
— | 11-50 | 1,001-5,000 | 11-50 |
|
City
|
Bethesda, Maryland | Greenfield, WI | ||
|
Country
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United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
7 Total Skills
Investment Management
Wealth Strategy
Financial Planning
Asset Management
Financial Services
Investment Advisory
Wealth Management
|
11 Total
11 Unique
Unique Skills:
401k
Annuities
Business Owners
College Planning
Insurance
Investing
+5
|
14 Total
1 Common
13 Unique
Match
14%
Common Skills:
Wealth Management
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
6 Total
6 Unique
Unique Skills:
Debt Solutions
Family Office
Fundamental Equity Strategies
OCIO
Real Estate
Thematic Investments
|
4
Total Companies1993
Oldest Founded1
Countries37
Unique SkillsSimilar Companies
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Alternative Company Names
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