283 W. Front Street Suite 302
Missoula, Montana 59802-4328
Tel: 406-721-0999
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 145167 |
SEC# | 801-80443 |
Assets Managed by Firm | $292,351,447 |
No. of Clients | 743 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 743 | $292,351,447 |
Individuals (other than high net worth individuals) | 366 | $84,542,908 |
High net worth individuals | 82 | $144,909,268 |
Charitable organizations | 12 | $16,881,899 |
Corporations or other businesses | 10 | $42,409,941 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,892,459,266 | 76487 | 600 | |
$4,470,755,002 | 2044 | 26 | |
$3,983,537,292 | 3611 | 32 | |
$1,701,274,577 | 1468 | 17 | |
$1,228,715,227 | 18 | 8 |
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