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Home > Retirement Planners > florida > tampa > SFG WEALTH ADVISORS, LLC
SFG WEALTH ADVISORS, LLC
705 West Azeele Street
Tampa, Florida 33606
Tel: (813) 251-9095
About SFG WEALTH ADVISORS, LLC
SFG WEALTH ADVISORS, LLC, formally registered with the SEC as SFG WEALTH ADVISORS, LLC. The firm was established in 06/29/2021. They have over 1 offices throughout the country.
SFG WEALTH ADVISORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $148,983,643 assets under management, offering retirement planning & investment advisory services to 796 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307368 |
| SEC# | 801-121619 |
| Assets Managed by Firm | $148,983,643 |
| No. of Clients | 796 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 796 | $148,983,643 |
| Individuals (other than high net worth individuals) | 605 | $70,385,426 |
| High net worth individuals | 181 | $74,183,933 |
| Pension and profit sharing plans | 1 | $532,225 |
| Charitable organizations | 5 | $1,210,637 |
| Corporations or other businesses | 4 | $2,671,422 |
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