Sargent Investment is an investment advisor in Bethesda with $1.20 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
855082770
SEC advisor number
801-113542
FINRA CRD number
297499
AUM ?
$1.15 bn
(as of 16 Apr 24)
Accounts
1,676
(as of 16 Apr 24)
Employees
13
(10 investment advisory or research)
Address
Sargent Investment
7250 WOODMONT AVE.
SUITE 260
BETHESDA
MD 20814
7250 WOODMONT AVE.
SUITE 260
BETHESDA
MD 20814
Phone
2025806402
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21