TrueAdvisor
TrueAdvisor
CQ
CQ

Christine Emma Quintero

Sageview Advisory Group, LLC
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Sageview Advisory Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B

Fee Structure

Location

4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sageview Advisory Group, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Summit Financial Consultants, INC.
April 2021 - December 2022 · 1 yr 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.