SG Financial

Overview

SG Financial is an independent, Nevada-based limited liability company that provides financial planning and portfolio management for individuals, families and some institutional clients. The firm is individually owned and offers a mix of fee approaches — percentage of assets under management, hourly billing and fixed fees — which supports both ongoing discretionary relationships and project-based engagements. SG Financial lists an insurance company affiliation among its industry ties and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices