George Ray Van Dyke

Sfg Wealth Management

29 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Sfg Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,184 clients

Average Client Portfolio

$544K average

Assets Under Management

$643.6M

Fee Structure

Financial Planning:Included in AUM fee

Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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History

Regulatory History (1)

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Customer Dispute

December 2008

Settled

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Other Business Activities

George is a secretary for Delta Management, a family business, but spends no time on it. He also owns Less is More LLC, where he invented and patented a gutter cleaning device, dedicating about 2% of his time, and SFG Wealth Management LLC, where he works full-time as a Registered Investment Advisor.