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SGL FINANCIAL, LLC

1130 W Lake Cook Road
Suite 150
Buffalo Grove, Illinois 60089
Tel: 888-245-2388

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About SGL FINANCIAL, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#158023
SEC#801-96223
Assets Managed by Firm$214,042,234
No. of Clients1524
No. of Advisors23

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1524$214,042,234
Individuals (other than high net worth individuals)305$125,541,968
High net worth individuals203$87,240,998
Pension and profit sharing plans1$1,259,268

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NUVEEN ASSET MANAGEMENT, LLC
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