SG Financial Advisors LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
SG Financial Advisors LLC
CRD #133824
SEC #801-67524
AUM $387.7 MM (100% Disc, 100% US, 2020-03-27)
Employees4 (75% Investors, 0% Brokers)
Address333 Sandy Springs Circle, NE
Sandy Springs, GA 30328
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Buttonwood Financial Group LLC
MO 0.4
FLA Asset Management LLC
NY 0.4
Lafleur & Godfrey Inc
MI 0.4
Allianz Hedge Fund
CA 0.4
Henry James International Management Inc
NY 0.4
Ashfield & Co Inc
CA 0.4
Wealthbridge Capital Management LLC
OH 0.4
Meridian Investment Advisors Inc
IN 0.4
Bass and Bell Inc
AR 0.4
Leonetti & Associates Inc
IL 0.4
Terms of Service | Privacy Policy | User Guide