SFG Wealth Management
Firm details
- Headquarters
- Towson, Maryland
- CRD number
- 285785
- Registered since
- December 16, 2016
- Website
- sfgwm.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.06%
- Individuals18.08%
- Corporations / Businesses5.1%
- Charitable Organizations1.56%
- Pension & Profit Sharing Plans0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
SFG Wealth Management is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registered in 2016) and describes itself as a capital allocator that works with both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Service capabilities listed on its ADV emphasize financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$351M in ETFs
45%
$159M
24%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $48M | 534,347 | 13.66% |
Location
Towson, MD
Baltimore
Location
Towson, MD
Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 1104 Kenilworth Dr
- Time zone
- ET (UTC-5)
- Office locations
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