Overview
Assets Under Management: $219 million
Headquarters: BUFFALO GROVE, IL
High-Net-Worth Clients: 466
Average Client Assets: $191,001
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