368 Broadway
First Floor
Albany, New York 12207
Tel: 518-477-3626
SGROI WEALTH, formally registered with the SEC as SGROI WEALTH. The firm was established in 12/21/2022. They have over 1 offices throughout the country.
SGROI WEALTH is a Albany, New York based Financial Planning firm with nearly $91,942,513 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 324281 |
SEC# | 801-127086 |
Assets Managed by Firm | $91,942,513 |
No. of Clients | 443 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 443 | $91,942,513 |
Individuals (other than high net worth individuals) | 176 | $31,986,349 |
High net worth individuals | 40 | $43,756,155 |
Pension and profit sharing plans | 4 | $15,664,505 |
Corporations or other businesses | 1 | $535,504 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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