Sargent Investment Group

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Sargent Investment Group — overview

Assets Under Management

Type

Wealth Manager

Location

Bethesda, MD, US

Alternative Asset Classes

-

About

Sargent Investment Group is a US-based wealth manager and a registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary bases. Its services include financial planning, portfolio management, pension consulting, and the selection of other advisers. The wealth manager advises individuals, trusts, estates, non-profit organizations, corporations, and other business entities.

Sargent Investment Group - known decision makers (14)

Contact NamePositionLocationEmailTelephoneAsset Class
AdvisorBethesda, USGEN
Advisor, Founding Member, Vice President | AdvisorBethesda, USGEN
Chief Compliance OfficerBethesda, USGEN
Co-FounderBethesda, USGEN
Director of OperationsBethesda, USGEN

Showing 5 of 14 known decision makers Sargent Investment Group

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.