Sgl Financial, LLC

Sgl Financial, LLC (CRD# 158023) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $214,042,234 in 1,524 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089
https://twitter.com/sglfinancial
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,524
    ACCOUNTS
  • Average Account Value
    $140,448
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
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
No Advisor Found.
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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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