Assets Under Management
$218.6M
Number of Clients
1,136
Number of Advisors
13
Average Client AUM
$192K
AUM per Advisor
$16.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
SGL Financial is a fee-based investment management firm providing asset management, financial planning, and consulting services. They offer portfolio management based on individual client goals and risk tolerance, utilizing sub-advisers like Savant Capital. Financial planning services cover estate, retirement, and insurance planning. A minimum account size of $50,000 may be waived.
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089