TrueAdvisor
TrueAdvisor
RS
RS

Rahul Prakash Shirahatti

Sgl Financial, LLC
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningHigh Net Worth
Sgl Financial, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,136 clients
Average Client Portfolio
$192K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:$50K

Location

2700 Patriot Blvd., Suite 440, Glenview, IL, 60026

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.

Learn about disclosures →
Employment History
Current Registrations
Sgl Financial, LLC
June 2025 - Present · 8 mos
Previous Registrations
Coyle
August 2023 - June 2025 · 1 yr 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.