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| Keyboard |
| SGL Financial LLC
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|---|---|
| CRD # | 158023 |
| SEC # | 801-96223 |
| CIK # | |
| AUM | 416.0 M (2026-06-04) |
| Employees | 33 (39% Investors, 0% Brokers) |
| Phone | 847-499-3330 |
| Address | 1130 W Lake Cook Road Buffalo Grove, IL 60089 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 795 | 222.1 |
| (b) Individuals (high net worth individuals) | 88 | 192.0 |
| (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 | 1 | 1.9 |
| (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 | 2,713 | 416.0 |
| By Discretionary | ||
| Discretionary | 2,712 | 414.1 |
| Non-Discretionary | 1 | 1.9 |
| Total | 2,713 | 416.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.0 | |
| Total | 2,713 | 416.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cascade Investment Group Inc
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CO | 419.9 M |
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Harlow Wealth Management Inc
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WA | 419.4 M |
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WT Wealth Management LLC
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AZ | 419.1 M |
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Eagle Wealth Management Group Inc
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Castleview Partners LLC
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TX | 416.9 M |
|
Goodman Advisory Group LLC
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MA | 415.5 M |
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Grove Street Fiduciary LLC
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NH | 413.2 M |
|
Grandview Asset Management LLC
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|
PA | 411.7 M |
|
Copper Financial Network LLC
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|
KS | 410.7 M |
|
Access Financial Resources Inc
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|
OK | 410.6 M |