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| SGL Investment Advisors Inc
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| CRD # | 145167 |
| SEC # | 801-80443 |
| CIK # | 0002043186 |
| AUM | 391.6 M (2025-09-26) |
| Employees | 7 (86% Investors, 71% Brokers) |
| Fees | |
| Minimum | |
| Phone | 406-721-0999 |
| Address | 283 W Front Street Suite 302 Missoula, MT 59802-4328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002043186 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.3 | ||
| Microsoft Corp | 9.8 | ||
| Nvidia Corp | 8.7 | ||
| Cummins Inc | 6.7 | ||
| Chevron Corp | 6.6 | ||
| Johnson & Johnson | 6.5 | ||
| J P Morgan Chase & Co | 6.3 | ||
| Wal Mart Stores Inc | 6.2 | ||
| Mastercard Inc | 6.2 | ||
| International Business Machines Corp | 5.6 | ||
| Texas Instruments Inc | 5.6 | ||
| iShares Comex Gold Trust | 5.4 | ||
| Palo Alto Networks Inc | 5.4 | ||
| Alphabet Inc | 5.4 | ||
| Quest Diagnostics Inc | 5.4 | ||
| Home Depot Inc | 5.1 | ||
| Facebook Inc | 4.7 | ||
| O Reilly Automotive Inc | 4.3 | ||
| Travelers Companies Inc | 4.3 | ||
| Eaton Corp Ltd | 4.3 | ||
| Yelp Inc | 4.2 | ||
| Harris Corp /DE/ | 4.1 | ||
| Public Storage | 4.0 | ||
| Adobe Systems Inc | 3.7 | ||
| Schwab Charles Corp | 3.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 614 | 132.7 |
| (b) Individuals (high net worth individuals) | 98 | 206.6 |
| (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 | 11 | 28.2 |
| (i) State or municipal government entities | 1 | 4.1 |
| (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 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,236 | 391.6 |
| By Discretionary | ||
| Discretionary | 1,236 | 391.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,236 | 391.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 391.6 | |
| Total | 1,236 | 391.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043186] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 734 |
| Serves | Retail |
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|---|---|---|
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