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SGROI WEALTH
368 Broadway
First Floor
Albany, New York 12207
Tel: 518-477-3626
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 Status | Approved |
|---|---|
| Firm CRD# | 324281 |
| SEC# | 801-127086 |
| Assets Managed by Firm | $91,942,513 |
| No. of Clients | 443 |
| No. of Advisors | 5 |
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 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 |
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