Cause IQ vendor profile

Sageview Advisory Group


Sageview Advisory Group is a firm that provides financial advisor, investment management, consulting services, insurance, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).

Most Sageview Advisory Group clients are colleges, universities, and professional schools, hospitals, outpatient health care practitioners and facilities, and trade associations with revenues ranging from $24 million to $634 million.

Primary location:
Irvine, CA
Clients in:
CA
Identified clients:
40
Avg client size:
$252 mil revenue
Median client size:
$63 mil revenue

Sageview Advisory Group client list

  Name Type Location
1 Population Council 501(c)(3) New York, NY
2 San Francisco Aids Foundation (SFAF) 501(c)(3) San Francisco, CA
3 Northeastern University (NU) 501(c)(3) Boston, MA
4 Merrimack College 501(c)(3) North Andover, MA
5 University of La Verne (ULV) 501(c)(3) La Verne, CA
6 PeaceHealth 501(c)(3) Vancouver, WA
7 Lowell General Hospital 501(c)(3) Lowell, MA
8 Cna Corporation 501(c)(3) Arlington, VA
9 Resources Legacy Fund 501(c)(3) Sacramento, CA
10 Middle East Broadcasting Networks 501(c)(3) Springfield, VA
... and 30 more Sageview Advisory Group not-for-profit tax-exempt clients identified by Cause IQ

Sageview Advisory Group competitors

Competitors to Sageview Advisory Group in the nonprofit sector include Fiduciary Investment Advisors, Captrust, Healthcare Community Securities Cor, Ameriprise Financial Services, Capfinancial Partners, LLC, Marquette and Associates, CBIZ Benefits and Insurance Services, Kestra Advisory Services LLC, Sageview Advisory Group, LLC, and Vanguard Group, Inc..

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