SG Financial

Overview

SG Financial is a small, independent RIA organized as a limited liability company and owned by an individual. The firm serves both individuals/families and institutional clients and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Compensation models include a percentage of assets under management as well as hourly and fixed-fee arrangements. SG Financial reports it is not a capital allocator, is not an ESG-active investor, and does not operate as a multi-state or pension-consulting adviser. The firm maintains an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices