Sfg Investment Advisors, Inc.

Sfg Investment Advisors, Inc. (CRD# 111241) is a financial advisory firm headquartered in Doylestown, PA. They manage $263,756,087 in 586 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $450,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Sfg Investment Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John Hendricks
CRD#: 7115803
3655 Route 202, Suite 140, Georgetown Crossing Offices, Doylestown, PA 18902

John Hendricks (CRD# 7115803) is an Investment Advisor Representative working at Sfg Investment Advisors, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.

2
Steven T. Moyer
CRD#: 5721221
3655 Route 202, Suite 140, Georgetown Crossing Offices, Doylestown, PA 18902

Steven Moyer (CRD# 5721221) is an Investment Advisor Representative working at Sfg Investment Advisors, Inc. in Doylestown, PA and has over 11 years of experience in the finance industry. Steven Moyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles F. Steege
CRD#: 1364360
Doylestown, PA 18902

Charles Steege (CRD# 1364360) is an Investment Advisor Representative working at Sfg Investment Advisors, Inc. in Doylestown, PA and has over 35 years of experience in the finance industry. Charles Steege has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew P. Witter
CRD#: 6018893
3655 Route 202, Suite 140, Georgetown Crossing Offices, Doylestown, PA 18902

Matthew Witter (CRD# 6018893) is an Investment Advisor Representative working at Sfg Investment Advisors, Inc. in Doylestown, PA and has over 8 years of experience in the finance industry. Matthew Witter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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