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Martin Lougen

Silver Grove Advisory Services
28 Years of Experience
Williamsville, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Martin Lougen is a registered investment advisor at Silver Grove Advisory Services, based in Williamsville, NY, with 28 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.

Silver Grove Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,150 clients
Average Client Portfolio
$211K average
Assets Under Management
$453.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2821 Wehrle Dr., Suite 4, Williamsville, NY, 14221

Get directions

History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martin is involved in numerous real estate rental businesses and property management, as well as owning a pub/restaurant. He also provides investment advisory services through Silver Grove Advisory Services Inc, spending about half his time on this activity, and is an agent for non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Metlife Securities INC.Broker
December 2005 - December 2013 · 8 yrs
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Equities LLCBroker
July 1999 - December 2005 · 6 yrs 5 mos
MML Investors Services, INC.Broker
August 1997 - November 1998 · 1 yr 3 mos
State Registrations3 states
FLNCNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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