SJHL FINANCIAL GROUP

123 South Main St.
Mcpherson, Kansas 67460
Tel: 620-241-1826

About SJHL FINANCIAL GROUP

SJHL FINANCIAL GROUP, formally registered with the SEC as SJHL FINANCIAL GROUP. The firm was established in 07/29/2022. They have over 7 offices throughout the country.

SJHL FINANCIAL GROUP is a Mcpherson, Kansas based Financial Planning firm with nearly $126,101,847 assets under management, offering retirement planning & investment advisory services to 766 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285946
SEC#	801-126251
Assets Managed by Firm	$126,101,847
No. of Clients	766
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	766	$126,101,847
Individuals (other than high net worth individuals)	274	$47,413,466
High net worth individuals	44	$78,575,347
Charitable organizations	1	$113,034

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