Overview
Assets Under Management: $22.1 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 11
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.19
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 83
Discretionary Accounts: 83
Regulatory Filings
CRD Number: 127447
Filing ID: 2005589
Last Filing Date: 2025-07-24 11:43:00
Website: https://sgadvisers.com