Cause IQ vendor profile

Sageview Advisory Group, LLC


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

Most Sageview Advisory Group, LLC clients are colleges, universities, and professional schools, hospitals, and grantmaking foundations with revenues ranging from $47 million to $481 million.

Previous legal names, trade names, or just variations of their name include: Sageview Advisory Group, LLP; and Sageview Advisory Group,.

Primary location:
Irvine, CA
Clients in:
CA, NC
Identified clients:
62
Avg client size:
$267 mil revenue
Median client size:
$96 mil revenue

Sageview Advisory Group, LLC client list

  Name Type Location
1 Bates College 501(c)(3) Lewiston, ME
2 American Chemistry Council (ACC) 501(c)(6) Washington, DC
3 Association for Talent Development 501(c)(3) Alexandria, VA
4 Kansas City Symphony 501(c)(3) Kansas City, MO
5 Road Scholar 501(c)(3) Boston, MA
6 The San Francisco Foundation (TSFF) 501(c)(3) San Francisco, CA
7 KIPP Public Schools 501(c)(3) Oakland, CA
8 Knowledge is Power Program (KIPP) 501(c)(3) San Francisco, CA
9 Institute on Aging 501(c)(3) San Francisco, CA
10 Inter-Industry Conference on Auto Collision Repairs (I-CAR) 501(c)(6) Hoffman Estates, IL
... and 52 more Sageview Advisory Group, LLC not-for-profit tax-exempt clients identified by Cause IQ

Sageview Advisory Group, LLC competitors

Competitors to Sageview Advisory Group, LLC in the nonprofit sector include Cammack Larhette Advisors, Reliance Trust Company, Resources Investment Advisors, Inc., Cetera Advisor Networks, LLC, Marsh and Mclennan Agency, Prudential Retirement Insurance and, Usi Consulting Group, Mercer, Minnesota Life Insurance Company, and Raymond James Financial Services.

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