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 with revenues ranging from $46 million to $381 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:
88
Avg client size:
$246 mil revenue
Median client size:
$89 mil revenue

Sageview Advisory Group, LLC client list

  Name Type Location
1 Henry M Jackson Foundation For The Advancement of Military Medicine 501(c)(3) Bethesda, MD
2 ChildFund 501(c)(3) Richmond, VA
3 Bates College 501(c)(3) Lewiston, ME
4 American Chemistry Council (ACC) 501(c)(6) Washington, DC
5 American Society of Health-System Pharmacists (ASHP) 501(c)(6) Bethesda, MD
6 Association for Talent Development 501(c)(3) Alexandria, VA
7 Kansas City Symphony 501(c)(3) Kansas City, MO
8 Center for Strategic and International Studies (CSIS) 501(c)(3) Washington, DC
9 Road Scholar 501(c)(3) Boston, MA
10 Action for Boston Community Development 501(c)(3) Boston, MA
... and 78 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 Minnesota Life Insurance Company, Raymond James Financial Services, Healthcare Community Securities Cor, Ubs Financial Services, Inc., Ameriprise Financial Services, LPL Financial, Capfinancial Partners, LLC, The Segal Company, Transamerica Retirement Solutions, and Marquette and Associates.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!