Sagebroadview Wealth Management, LLC

Farmington, CT

Connecticut

Registered In

12/06/2000

Incorp. Date

Company Summary

Sagebroadview Wealth Management, LLC at 10 Waterside Dr STE 305, Farmington, Ct 06032 lists Sagebroadview, Inc. of Farmington, CT as the associate.

Overview

Registered In

Connecticut

Incorporation Date

12/06/2000

Company Type

Llc

Status

Active

Registration Type

Domestic

Website

sagebroadview.com

Email

*****@sagebroadview.com

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People

Mcr&P Service Corporation Registered Agent	207 185 ASYLUM ST, HARTFORD, CT 06103
Sagebroadview, Inc.	10 WATERSIDE DR STE 305, FARMINGTON, CT 06032

Map & Locations

10 WATERSIDE DR STE 305, FARMINGTON, CT 06032 View Map

Financials

Financial Information for Sagebroadview Wealth Management, LLC

Form 5500

SAGEBROADVIEW WEALTH MANAGEMENT, LLC

10 Waterside Dr. Suite 305, Farmington, Ct 06032 (860) 606-3580 EIN:06-1600495 Plan Admin:Lawrence Annello

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,922,693 / $3,599,307	2023	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$2,922,693 / $3,599,307
2022	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,135,424 / $2,922,693	2022	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$3,135,424 / $2,922,693
2021	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,517,057 / $3,135,424	2021	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$2,517,057 / $3,135,424
2020	Plan NameSAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,942,550 / $2,517,057	2020	SAGEBROADVIEW WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 7	$1,942,550 / $2,517,057

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Sagebroadview Inc -

Sagebroadview Tax, LLC Registered in Connecticut	Farmington, CT Hartford, CT		View Report

Address Match:10 Waterside Dr Ste 305 Farmington, CT

Sagebroadview Wealth Management, LLC Registered in Massachusetts	Farmington, CT Morristwon, NJ	View Report
Sagebroadview, Inc. Registered in Connecticut	Farmington, CT Hartford, CT	View Report
Child Abuse Prevention Foundation of Farmington, Inc. Registered in Connecticut	Farmington, CT	View Report

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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor