Sgl Investment Advisors, Inc.

Sgl Investment Advisors, Inc. (CRD# 145167) is a financial advisory firm headquartered in Missoula, MT. They manage $168,745,408 in 396 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $426,125
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MT, OR, TX, WA

Financial Advisors at Sgl Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robbyn M. Richardson
CRD#: 5080105
283 W. Front Street Suite 302, Missoula, MT 59802

Robbyn Richardson (CRD# 5080105) is an Investment Advisor Representative working at Sgl Investment Advisors, Inc. in Missoula, MT and has over 13 years of experience in the finance industry.

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