Sfg Wealth Management

Sfg Wealth Management (CRD# 285785) is a financial advisory firm headquartered in Towson, MD. They manage $556,304,090 in 1,806 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    556
    MILLION
  • Total Number of Accounts
    1,806
    ACCOUNTS
  • Average Account Value
    $308,031
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Sfg Wealth Management
Showing 1 - 10 of 11 top financial advisors.
1
Adam S. Ariosa
CRD#: 5562432
1104 Kenilworth Drive, Towson, MD 21204

Adam Ariosa (CRD# 5562432) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 14 years of experience in the finance industry.

2
Timothy W. Carne
CRD#: 3094092
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

Timothy Carne (CRD# 3094092) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 25 years of experience in the finance industry.

3
Michael L. Crabb
CRD#: 5426139
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

Michael Crabb (CRD# 5426139) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 16 years of experience in the finance industry.

4
Eric W. Hart
CRD#: 6390971
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

Eric Hart (CRD# 6390971) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 8 years of experience in the finance industry.

5
Kenneth W. Pegher
CRD#: 1184269
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

Kenneth Pegher (CRD# 1184269) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 35 years of experience in the finance industry.

6
Hilary G. Platt
CRD#: 1321018
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

Hilary Platt (CRD# 1321018) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 34 years of experience in the finance industry.

7
William J. Sokol
CRD#: 4659352
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

William Sokol (CRD# 4659352) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 20 years of experience in the finance industry.

8
William R. Swartz
CRD#: 2348798
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

William Swartz (CRD# 2348798) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 30 years of experience in the finance industry.

9
George R. Van Dyke
CRD#: 2151538
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

George Van Dyke (CRD# 2151538) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 26 years of experience in the finance industry.

10
Gregory C. Vermeulen
CRD#: 1365787
1104 Kenilworth Drive, Suite 500, Towson, MD 21204

Gregory Vermeulen (CRD# 1365787) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 37 years of experience in the finance industry.

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