Sgl Financial, LLC
Sgl Financial, LLC (CRD# 158023) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $214,042,234 in 1,524 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management214MILLION
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Total Number of Accounts1,524ACCOUNTS
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Average Account Value$140,448
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI
Steven Thomas (CRD# 1274392) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 39 years of experience in the finance industry.
Daniel Fitzgerald (CRD# 6134041) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 11 years of experience in the finance industry.
Martin Kohlieber (CRD# 6946005) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 5 years of experience in the finance industry.