Sargent Investment Group, MD — Investment Adviser | BuildTrust

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SARGENT INVESTMENT GROUP

Investment AdviceBETHESDA, MD

Assets Under Management

$1.3B

Total AUM

Donut chart: Discretionary 969.5M, Non-Discretionary 312.5M
Category	Value
Discretionary	969.5M
Non-Discretionary	312.5M

Adviser Information

Field	Value
CRD Number	297499
SEC Number	801-113542
Street Address	4920 ELM STREET
Street Address 2	SUITE 305
Location	BETHESDA, MD 20814
Country	United States
Phone	(202) 580-6400
Fax	(202) 580-6410
Total Employees	15

Client Count by Type (384 Total)

Horizontal bar chart: High Net Worth Individual… 244, Individuals (other than H… 133, Charitable Organizations 7
Category	Value
High Net Worth Individual…	244
Individuals (other than H…	133
Charitable Organizations	7