Sgl Financial, LLC
Sgl Financial, LLC (CRD# 158023) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $168,784,960 in 1,283 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management169MILLION
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Total Number of Accounts1,283ACCOUNTS
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Average Account Value$131,555
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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI
Financial Advisors at Sgl Financial, LLC
11
Daniel Fitzgerald (CRD# 6134041) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 11 years of experience in the finance industry.
12
Martin Kohlieber (CRD# 6946005) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 5 years of experience in the finance industry.
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