Overview
Assets Under Management: $219 million
Headquarters: BUFFALO GROVE, IL
High-Net-Worth Clients: 466
Average Client Assets: $191,001
Frequently Asked Questions
SGL FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158023), SGL FINANCIAL, LLC is subject to fiduciary duty under federal law.
SGL FINANCIAL, LLC is headquartered in BUFFALO GROVE, IL.
SGL FINANCIAL, LLC serves 466 high-net-worth clients according to their SEC filing dated May 20, 2025. View client details ↓
According to their SEC Form ADV, SGL FINANCIAL, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SGL FINANCIAL, LLC manages $219 million in client assets according to their SEC filing dated May 20, 2025.
According to their SEC Form ADV, SGL FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 466
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.72
Average High-Net-Worth Client Assets: $191,001
Total Client Accounts: 1,251
Discretionary Accounts: 1,250
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 158023
Filing ID: 1991646
Last Filing Date: 2025-05-20 12:43:00
Website: https://sglfinancial.com