Straitgate Financial LLC

Straitgate Financial LLC (CRD# 124798) is a financial advisory firm headquartered in South Lyon, MI. They manage $15,957,394 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 320, South Lyon, MI 48178
http://www.sgfllc.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $107,820
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MI

Financial Advisors at Straitgate Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michelle Brow, financial advisor Northville MI
Michelle R. Brow
CRD#: 5919875
Northville, MI

Michelle Brow (CRD# 5919875) is an Investment Advisor Representative working at Straitgate Financial LLC in Northville, MI and has over 12 years of experience in the finance industry.

2
Keith Southwick, financial advisor Northville MI
Keith B. Southwick
CRD#: 2522404
Northville, MI

Keith Southwick (CRD# 2522404) is an Investment Advisor Representative working at Straitgate Financial LLC in Northville, MI and has over 29 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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