Assets Under Management
$643.6M
Number of Clients
1,184
Number of Advisors
9
Average Client AUM
$544K
AUM per Advisor
$71.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
SFG Wealth Management offers wrap portfolio management services, including asset management and financial planning. They work with clients to understand their financial situation, goals, and risk tolerance, then create a suitable investment approach. Portfolios are continuously monitored and rebalanced as needed.
1104 Kenilworth Drive, Suite 500, Towson, MD, 21204