SFG WEALTH MANAGEMENT

1104 Kenilworth Drive
Suite 500
Towson, Maryland 21204
Tel: 410-825-3200

About SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT, formally registered with the SEC as SFG WEALTH MANAGEMENT. The firm was established in 12/16/2016. They have over 3 offices throughout the country.

SFG WEALTH MANAGEMENT is a Towson, Maryland based Financial Planning firm with nearly $556,304,090 assets under management, offering retirement planning & investment advisory services to 1806 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285785
SEC#	801-108748
Assets Managed by Firm	$556,304,090
No. of Clients	1806
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1806	$556,304,090
Individuals (other than high net worth individuals)	662	$168,675,791
High net worth individuals	483	$370,784,048
Pension and profit sharing plans	Fewer than 5 clients	$2,324,418
Charitable organizations	Fewer than 5 clients	$8,315,145
Corporations or other businesses	7	$6,204,688

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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