⚲
|
SFGA LLC
✚
| |
---|---|
CRD # | 168645 |
SEC # | 801-107307 |
CIK # | |
AUM | $125.0 MM (2024-03-01) |
Employees | 6 (100% Investors, 100% Brokers) |
Phone | 808-951-7185 |
Address | 1357 Kapiolani Blvd Honolulu, HI 96814 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 444 | 84.7 |
(b) Individuals (high net worth individuals) | 66 | 38.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 2.3 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,151 | 125.0 |
By Discretionary | ||
Discretionary | 1,132 | 120.3 |
Non-Discretionary | 19 | 4.7 |
Total | 1,151 | 125.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 125.0 | |
Total | 1,151 | 125.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cornermen Financial LLC
✚
|
TX | 0.1 |
Authentikos Wealth Advisory LLC
✚
|
CA | 0.1 |
Owlfi RIA LLC
✚
|
KS | 0.1 |
Pacesetter Financial Group LLC
✚
|
IL | 0.1 |
Martin Capital Advisors LLP
✚
|
TX | 0.1 |
CLIO Asset Management LLC
✚
|
VA | 0.1 |
Foundry Wealth Advisors LLC
✚
|
MD | 0.1 |
Lumida Wealth Management LLC
✚
|
NY | 0.1 |
Viable Planning LLC
✚
|
PA | 0.1 |
Pathways Wealth Management Inc
✚
|
OH | 0.1 |