New Sageview Advisory Group, LLC
California
Registered In
12/31/2003
Incorp. Date
Company Summary
New Sageview Advisory Group, LLC at 4000 Macarthur Blvd STE 1050, Newport Beach, Ca 92660 lists Jonathan T. Upham and Anthony L. Notermann of Newport Beach, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Csc - Lawyers Incorporating Service
Registered 1505 Agent
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251 LITTLE FALLS DR, WILMINGTON, DE 19808
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Jonathan T. Upham
Manager
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4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660
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Anthony L. Notermann
Manager
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4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660
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John Longley
Manager
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4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660
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Showing current associates only (4 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660
View Map
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Financials
Financial Information for New Sageview Advisory Group, LLC
Form 5500
NEW SAGEVIEW ADVISORY GROUP, LLC
4000 Macarthur Blvd, Suite 1050, Newport Beach, Ca 92660 (949) 955-5787 EIN:51-0492818 Plan Admin:Randy Long| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY210 / 297 Assets BOY/EOY$36,334,729 / $37,589,790 | 2022 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 210 / 297 | $36,334,729 / $37,589,790 |
| 2021 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY128 / 205 Assets BOY/EOY$27,464,346 / $36,334,729 | 2021 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 128 / 205 | $27,464,346 / $36,334,729 |
| 2021 | Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY58 / 0 Assets BOY/EOY$4,311,856 / $0 | 2021 | SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002 | 58 / 0 | $4,311,856 / $0 |
Benefit & Retirement Plans based on Form 5500.
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|
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|
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Person/City Match:Jonathan T Upham - Newport Beach, CA
|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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