SARGENT INVESTMENT GROUP, LLC BETHESDA, MD Investment Advisor How do I update this listing?

Sargent Investment Group is based out of Bethesda. Sargent Investment Group is a large advisory firm with 113 clients and discretionary assets under management (AUM) of $90,760,462 (Form ADV from 2018-11-06). Their last reported 13F filing for Q4 2018 included $162,723,000 in managed 13F securities and a top 10 holdings concentration of 40.22%. Sargent Investment Group's largest holding is Antares Pharma Inc with shares held of 3,096,355. Whalewisdom has at least 1 13F filings

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BETHESDA MD    20814
Country: United States

Business Phone: 1-202-580-6400
Fax: 1-202-580-6410
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 113
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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