SCG ASSET MANAGEMENT LLC

2132 Deep Water Lane
Suite 240a
Naperville, Illinois 60564
Tel: 312-784-3952

About SCG ASSET MANAGEMENT LLC

SCG ASSET MANAGEMENT LLC, formally registered with the SEC as SCG ASSET MANAGEMENT LLC. The firm was established in 01/22/2021. They have over 2 offices throughout the country.

SCG ASSET MANAGEMENT LLC is a Naperville, Illinois based Financial Planning firm with nearly $135,924,626 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311843
SEC#	801-120215
Assets Managed by Firm	$135,924,626
No. of Clients	8
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$135,924,626
High net worth individuals	7	$120,428,425

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