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SGL INVESTMENT ADVISORS, INC.

283 W. Front Street Suite 302
Missoula, Montana 59802-4328
Tel: 406-721-0999

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About SGL INVESTMENT ADVISORS, INC.

SGL INVESTMENT ADVISORS, INC, formally registered with the SEC as SGL INVESTMENT ADVISORS, INC. The firm was established in 10/14/2014. They have over 1 offices throughout the country.

SGL INVESTMENT ADVISORS, INC. is a Missoula, Montana based Financial Planning firm with nearly $292,351,447 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145167
SEC#801-80443
Assets Managed by Firm$292,351,447
No. of Clients743
No. of Advisors9

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total743$292,351,447
Individuals (other than high net worth individuals)366$84,542,908
High net worth individuals82$144,909,268
Charitable organizations12$16,881,899
Corporations or other businesses10$42,409,941

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