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Sargent Investment Group

Headquartered in BETHESDA, MD

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Firm Information

Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.

Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SARGENT INVESTMENT GROUP has a total of 1 branch locations across the country.
location

BETHESDA, MD

Advisors at Sargent Investment Group

View All 9 Advisors
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Brian Douglas McGregor

RA

BETHESDA, MD

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Timothy Pang

RA

BETHESDA, MD

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Ricardo Martin Rosenberg

RA

BETHESDA, MD

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Susette Gustini

RA

BETHESDA, MD

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Matthew John Elmore

RA

BETHESDA, MD

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Christopher Neel Rhyne

RA

BETHESDA, MD

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Thomas Rory Healy

RA

BETHESDA, MD

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Samuel Ferguson Beach

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Sargent Investment Group.

Frequently Asked Questions (9)

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