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Home > Retirement Planners > montana > missoula > SGL INVESTMENT ADVISORS, INC.
SGL INVESTMENT ADVISORS, INC.
283 W. Front Street Suite 302
Missoula, Montana 59802-4328
Tel: 406-721-0999
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 $351,347,397 assets under management, offering retirement planning & investment advisory services to 940 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145167 |
| SEC# | 801-80443 |
| Assets Managed by Firm | $351,347,397 |
| No. of Clients | 940 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 940 | $351,347,397 |
| Individuals (other than high net worth individuals) | 472 | $113,062,998 |
| High net worth individuals | 81 | $165,213,454 |
| Charitable organizations | 10 | $24,004,753 |
| Corporations or other businesses | 10 | $45,182,239 |
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|---|---|---|---|
| $5,065,457,259 | 2813 | 30 | |
| $4,812,943,447 | 4203 | 31 | |
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