Sgroi Wealth Advisory Group LLC

Sgroi Wealth Advisory Group LLC (CRD# 289764) is a financial advisory firm headquartered in West Seneca, NY. They manage $939,008,192 in 6,993 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
965 Union Road, West Seneca, NY 14224
https://www.sgroifinancial.com
By the Numbers
  • Total Assets Under Management
    939
    MILLION
  • Total Number of Accounts
    6,993
    ACCOUNTS
  • Average Account Value
    $134,278
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IL, MI, NC, NY, OH, PA, SC, TN, TX

Financial Advisors at Sgroi Wealth Advisory Group LLC
No Advisor Found.

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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