Kyle
Thompson

Sageview Advisory Group, LLC

CRD#5291280
Investment Advisor
in San Jose, CA

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About this Advisor

Kyle Thompson is a financial advisor based in San Jose, California, working with Sageview Advisory Group, LLC. Kyle has previously held positions at TD Ameritrade, C-J Advisory, Inc, and Sageview Advisory Group, LLC. Kyle has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Arizona, California, New Hampshire, North Carolina, Oregon, Texas, and Washington. Currently, Kyle is part of Sageview Advisory Group, LLC, which operates out of San Jose, California. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2060 The Almeada
San Jose, CA 95126

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Sageview Advisory Group, LLC Brokerage Details

Total Assets Under Management

$202,573,491,630

CA Average: $7,578,581,321
Total Number of Employees

262

CA Average: 43
Total Number of Accounts

34,543

CA Average: 3,727
Average Account Size

$5,864,386

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kyle Thompson Work History

2021 - Present (3 years)

Sageview Advisory Group, LLC

2016 - 2022 (6 years)

C-J Advisory, Inc

2012 - 2016 (4 years)

Td Ameritrade

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Disclosures

Please visit the SEC profile of Kyle Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sageview Advisory Group, LLC

Kenneth Barnes
Newport Beach, CA
Matthew Anderson
Newport Beach, CA
William Posch
Redwood City, CA
John Lockwood
Boston, MA
Alexis Gallati
Newport Beach, CA
Nolan Early
Newport Beach, CA
Bianca Soto
Tulsa, OK
Ann Cheu
Redwood City, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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