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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 $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 StatusApproved
Firm CRD#145167
SEC#801-80443
Assets Managed by Firm$351,347,397
No. of Clients940
No. of Advisors8

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total940$351,347,397
Individuals (other than high net worth individuals)472$113,062,998
High net worth individuals81$165,213,454
Charitable organizations10$24,004,753
Corporations or other businesses10$45,182,239

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