Sgroi Wealth Advisory Group LLC


Assets, Funds, Holdings

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Sgroi Wealth Advisory Group LLC
CRD #289764
SEC #801-112067
AUM $295.6 MM (100% Disc, 100% US)
Employees23 (65% Investors, 65% Brokers)
Address965 Union Road
West Seneca, NY 14224
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Creative Capital Management Inc
CA 0.3
Pax Financial Group LLC
TX 0.3
Century Wealth Management LLC
TN 0.3
Blue Prairie Group LLC
IL 0.3
Outlook Wealth Advisors LLC
TX 0.3
Wimmer Associates I LLC
CA 0.3
Premise Capital LLC
IL 0.3
HAYS Advisory LLC
TN 0.3
Hines & Warner Wealth Management LLC
OR 0.3
SHP Wealth Management LLC
MA 0.3
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