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SGROI WEALTH

368 Broadway
First Floor
Albany, New York 12207
Tel: 518-477-3626

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About SGROI WEALTH

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.

Firm Information

SEC Current StatusApproved
Firm CRD#324281
SEC#801-127086
Assets Managed by Firm$91,942,513
No. of Clients443
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total443$91,942,513
Individuals (other than high net worth individuals)176$31,986,349
High net worth individuals40$43,756,155
Pension and profit sharing plans4$15,664,505
Corporations or other businesses1$535,504

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