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).

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
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.
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 16 years of experience in the finance industry.

2
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.

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