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SGH WEALTH MANAGEMENT
17550 W Eleven Mile Rd
Lathrup Village, Michigan 48076
Tel: (248) 731-0029
About SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT, formally registered with the SEC as SGH WEALTH MANAGEMENT. The firm was established in 06/13/2018. They have over 1 offices throughout the country.
SGH WEALTH MANAGEMENT is a Lathrup Village, Michigan based Financial Planning firm with nearly $354,220,665 assets under management, offering retirement planning & investment advisory services to 1362 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284067 |
| SEC# | 801-113388 |
| Assets Managed by Firm | $354,220,665 |
| No. of Clients | 1362 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1362 | $354,220,665 |
| Individuals (other than high net worth individuals) | 74 | $42,217,730 |
| High net worth individuals | 245 | $309,157,757 |
| Corporations or other businesses | 3 | $2,845,178 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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