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SFG Wealth Management LLC
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CRD # | 285785 |
SEC # | 801-108748 |
CIK # | 0001908914 |
AUM | $441.7 MM (2023-02-07) |
Employees | 14 (86% Investors, 93% Brokers) |
Phone | 410-825-3200 |
Address | 1104 Kenilworth Drive Towson, MD 21204 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
V | 419,260.5 | 4.8 | |
OUNZ | 2.6 | ||
AAPL | 2,382,844.0 | 1.9 | |
RBLX | 20,459.2 | 1.9 | |
GE | 72,511.8 | 1.6 | |
TROW | 26,791.5 | 1.2 | |
MKC | 23,279.8 | 1.2 | |
MSFT | 1,918,222.4 | 1.1 | |
PH | 32,093.0 | 1.0 | |
AMZN | 1,092,997.8 | 1.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 579 | 106.4 |
(b) Individuals (high net worth individuals) | 420 | 293.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 3.1 |
(h) Charitable organizations | 0 | 6.5 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 11 | 31.8 |
(n) Other | 0 | 0.0 |
Total | 1,588 | 441.7 |
By Discretionary | ||
Discretionary | 1,401 | 401.5 |
Non-Discretionary | 187 | 40.2 |
Total | 1,588 | 441.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 441.7 | |
Total | 1,588 | 441.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001908914] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
NVWM LLC
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|
PA | 0.4 |
Arbor Wealth Advisors LLC
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MI | 0.4 |
Futura Asset Advisors LLC
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FL | 0.4 |
FCG Investment Company
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|
TN | 0.4 |
Hubbell Strickland Wealth Management LLC
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|
LA | 0.4 |
44 Wealth Management LLC
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|
OR | 0.4 |
Signalpoint Asset Management LLC
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|
MO | 0.4 |
Cruden Bay Investment Management LLC
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|
CA | 0.4 |
Hyposwiss Advisors Sa
✚
|
0.4 | |
Oarsman Capital Inc
✚
|
WI | 0.4 |