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).

Current Firm Details
1104 Kenilworth Drive, Suite 500, Towson, MD 21204
https://www.facebook.com/synergyfinancialgrp/
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
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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