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
By the Numbers
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Total Assets Under Management214MILLION
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Total Number of Accounts1,524ACCOUNTS
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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
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
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