SFGA LLC

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Assets, Funds, Holdings

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SFGA LLC
CRD #168645
SEC #801-107307
CIK #
AUM $125.0 MM (2024-03-01)
Employees 6 (100% Investors, 100% Brokers)
Phone808-951-7185
Address1357 Kapiolani Blvd
Honolulu, HI 96814
Source [IAPD] [Website]
Total AUM ($MM)
14011284562802009201420192025
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
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