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| Happy Holidays!! thanks for using AUM13F!! |
| SGL Investment Advisors Inc
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| CRD # | 145167 |
| SEC # | 801-80443 |
| CIK # | 0002043186 |
| AUM | $351.3 M (2024-09-13) |
| Employees | 8 (88% Investors, 50% Brokers) |
| Phone | 406-721-0999 |
| Address | 283 W Front Street Suite 302 Missoula, MT 59802-4328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.7 | ||
| Apple Inc | 9.0 | ||
| International Business Machines Corp | 7.1 | ||
| Mastercard Inc | 7.0 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Home Depot Inc | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| Chevron Corp | 5.3 | ||
| Johnson & Johnson | 5.1 | ||
| Travelers Companies Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 113.1 |
| (b) Individuals (high net worth individuals) | 81 | 165.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 24.0 |
| (i) State or municipal government entities | 1 | 3.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 45.2 |
| (n) Other | 0 | 0.0 |
| Total | 940 | 351.3 |
| By Discretionary | ||
| Discretionary | 940 | 351.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 940 | 351.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.3 | |
| Total | 940 | 351.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043186] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intrepid Financial Planning Group LLC
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|
IN | 0.4 |
|
Navigate Wealth Management LLC
✚
|
AL | 0.4 |
|
Seabird Financial Corporation
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CA | 0.4 |
|
Exchange Place Advisors LLC
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|
MA | 0.4 |
|
Dougherty & Associates Financial Advisors Inc
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|
MN | 0.4 |
|
Peak Wealth Management LLC
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|
NY | 0.4 |
|
Nexus338 LLC
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|
MD | 0.4 |
|
Rational Investment Management LLC
✚
|
0.4 | |
|
JJP Capital Management Inc
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|
MO | 0.3 |
|
Costello Asset Management Inc
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|
PA | 0.3 |