Sgl Investment Advisors, Inc.

Sgl Investment Advisors, Inc. (CRD# 145167) is a financial advisory firm headquartered in Missoula, MT. They manage $292,351,447 in 743 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details

283 W. Front Street Suite 302, Missoula, MT 59802

http://www.sglinvestmentadvisors.com

By the Numbers

Total Assets Under Management

292

MILLION
Total Number of Accounts

743

ACCOUNTS
Average Account Value

$393,474

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AK, AZ, CA, ID, LA, ME, MN, MT, OR, TX, WA

Financial Advisors at Sgl Investment Advisors, Inc.

Showing 1 - 2 of 2 top financial advisors.

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 17 years of experience in the finance industry.

Ronald J. Macwillie

CRD#: 5980477

283 W. Front Street Suite 302, Missoula, MT 59802

Ronald Macwillie (CRD# 5980477) is an Investment Advisor Representative working at Sgl Investment Advisors, Inc. in Missoula, MT and has over 11 years of experience in the finance industry.

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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