SGROI WEALTH ADVISORY GROUP LLC

965 Union Road
West Seneca, New York 14224
Tel: 716-674-6700

About SGROI WEALTH ADVISORY GROUP LLC

SGROI WEALTH ADVISORY GROUP LLC, formally registered with the SEC as SGROI WEALTH ADVISORY GROUP LLC. The firm was established in 11/27/2017. They have over 1 offices throughout the country.

SGROI WEALTH ADVISORY GROUP LLC is a West Seneca, New York based Financial Planning firm with nearly $939,008,192 assets under management, offering retirement planning & investment advisory services to 6993 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289764
SEC#	801-112067
Assets Managed by Firm	$939,008,192
No. of Clients	6993
No. of Advisors	25

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6993	$939,008,192
Individuals (other than high net worth individuals)	5148	$766,933,636
High net worth individuals	97	$162,036,861
Pension and profit sharing plans	11	$6,365,044
Charitable organizations	Fewer than 5 clients	$3,672,651

More Retirement Planning firms in West Seneca, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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