Sam Gregory Huszczo

CFP

Sgh Wealth Management

22 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Sgh Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

371 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$453.7M

Fee Structure

Minimum Investment:$250K

Contact

Sam Gregory Huszczo

Location

17550 W Eleven Mile Rd, Lathrup Village, MI, 48076

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Sam is an independent life insurance agent, selling fixed annuities, life, and health insurance. He also has mineral rights from a family farm sale.

Employment History

Current Registrations

Sgh Wealth Management

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

Michigan Advisors, INC

July 2010 - July 2016 · 6 yrs

Michigan Securities, INC.Broker

April 2005 - July 2016 · 11 yrs 3 mos

New England SecuritiesBroker

July 2003 - April 2005 · 1 yr 9 mos

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.