1130 W Lake Cook Road
Suite 150
Buffalo Grove, Illinois 60089
Tel: 888-245-2388
SGL FINANCIAL, LLC, formally registered with the SEC as SGL FINANCIAL, LLC. The firm was established in 05/29/2015. They have over 6 offices throughout the country.
SGL FINANCIAL, LLC is a Buffalo Grove, Illinois based Financial Planning firm with nearly $214,042,234 assets under management, offering retirement planning & investment advisory services to 1524 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158023 |
SEC# | 801-96223 |
Assets Managed by Firm | $214,042,234 |
No. of Clients | 1524 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1524 | $214,042,234 |
Individuals (other than high net worth individuals) | 305 | $125,541,968 |
High net worth individuals | 203 | $87,240,998 |
Pension and profit sharing plans | 1 | $1,259,268 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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