Amy Lynn Sullivan

Sageview Advisory Group, LLC

26 Years of Experience

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Firm Information

Sageview Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

143 advisors

Number of Clients

7,497 clients

Average Client Portfolio

$31.8M average

Assets Under Management

$238.6B

Fee Structure

This brochure does not explicitly state a fee table or AUM fee structure. Therefore, no specific fee information can be provided.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Advisor Information

Office location

One Parkview Plaza, Suite 620, Oakbrook Terrace, IL, 60181

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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.

Other Business Activities

Amy is a principal at Dockweiler Consulting Associates, Ltd., providing estate executor consulting services since 2021. She dedicates minimal time to this business.