|
⚲
|
| SGL Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 145167 |
| SEC # | 801-80443 |
| CIK # | |
| AUM | $212.1 MM (2023-03-14) |
| Employees | 9 (78% Investors, 67% Brokers) |
| Phone | 406-721-0999 |
| Address | 283 W Front Street Suite 302 Missoula, MT 59802-4328 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 303 | 72.4 |
| (b) Individuals (high net worth individuals) | 83 | 107.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 12.6 |
| (i) State or municipal government entities | 0 | 3.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 15.9 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 212.1 |
| By Discretionary | ||
| Discretionary | 632 | 212.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 212.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.1 | |
| Total | 632 | 212.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sara-Bay Financial Corp
✚
|
FL | 0.2 |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 0.2 |
|
Garnett Advisors LLC
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|
TX | 0.2 |
|
V2 Financial Group LLC
✚
|
IL | 0.2 |
|
Cannon Beach Consultants Inc
✚
|
CA | 0.2 |
|
Fullen Financial Group Inc
✚
|
OH | 0.2 |
|
Provider Financial Inc
✚
|
IN | 0.2 |
|
Intrinsic Wealth Counsel Inc
✚
|
AZ | 0.2 |
|
AVOS Capital Management LLC
✚
|
WA | 0.2 |
|
Campbell Capital Management Inc
✚
|
FL | 0.2 |