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
By the Numbers
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Total Assets Under Management292MILLION
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Total Number of Accounts743ACCOUNTS
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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.
1
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.
2
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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