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 and hospitals with revenues ranging from $37 million to $332 million.
Previous legal names, trade names, or just variations of their name include: Sageview Advisory Group, LLP; and Sage View Advisory Group.
| 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 | San Francisco Foundation (TSFF) | 501(c)(3) | San Francisco, CA | ||
| 6 | Road Scholar | 501(c)(3) | Boston, MA | ||
| 7 | KIPP Public Schools NC | 501(c)(3) | Oakland, CA | ||
| 8 | Knowledge is Power Program (KIPP) | 501(c)(3) | San Francisco, CA | ||
| 9 | PeaceHealth | 501(c)(3) | Vancouver, WA | ||
| 10 | Commonwealth Care Alliance (CCA) | 501(c)(3) | Boston, MA | ||
| ... | and 45 more Sageview Advisory Group, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sageview Advisory Group, LLC in the nonprofit sector include Charles Schwab and Co., Inc., Oppenheimer, Willis Towers Watson, Alight Solutions LLC, Kibble and Prentice, Global Retirement Partners LLC, Massachusetts Mutual Life Ins. Co., Valic, Commonwealth Financial Network, and CMFG Life Insurance Company.
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