Sam
Launder
Sageview Advisory Group, LLC
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About this Advisor
Sam Launder is a financial advisor who works out of Newport Beach, California with a total of 1 year of relevant experience. Launder is currently employed by Sageview Advisory Group, LLC. Throughout their career, Launder has worked at Cal Poly Corporation, Lewis Financial, Relational Advisors, Cal Poly State University, Newport Harbor High School, Cetera Advisor Networks and Sageview Advisory Group. Launder has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Sageview Advisory Group, LLC is a company operating out of Newport Beach, CA. The firm has offices in 36 locations and a total of 224 financial advisors. It controls $156 billion in assets under management between its 21,119 accounts, making it one of the largest firms in the nation by assets under management. Of its 21,119 accounts, just 9% are associated with high-net-worth investors who have more than $1 million in investable assets. Sageview Advisory Group, LLC performs a number of services, including 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. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Sageview Advisory Group, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
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
Sam Launder Work History
Sam has been registered as a financial advisor for 1 years.*
Cetera Advisor Networks
Relational Advisors
Sageview Advisory Group
Cetera Advisor Networks
Lewis Financial
Cal Poly Corporation
Cal Poly State University
Newport Harbor High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sam Launder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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