SG TRADING SOLUTIONS, LLC
Firm details
- Headquarters
- BOUNTIFUL, Utah
- CRD number
- 322928
- Registered since
- August 30, 2022
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
SG Trading Solutions, LLC is an SEC-registered limited liability company that provides portfolio management services to investment companies. The firm is set up to serve institutional clients and charges fees as a percentage of assets under management. It is not designated as a capital allocator and does not identify as an active ESG investor. Industry affiliation is listed as an “Other Investment Adviser.” The firm’s registration with the SEC dates to 2022. Ownership is described as a combination of a domestic entity and an individual. Several standard adviser roles are marked negative: SG Trading Solutions is not a multi-state adviser, not a pension consultant, and not listed as a related adviser to another manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DAVID HARDEN
Chief Executive OfficerCRD 2408466
Contacts
1 of 1JOHN LORE
General CounselCRD 6360681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOUNTIFUL, UT
DAVIS
Location
BOUNTIFUL, UT
Headquartered in BOUNTIFUL, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 620 S Main St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
STRATEGIC PLANNING GROUP
RIABOUNTIFUL, UT
SUMMIT GLOBAL INVESTMENTS, LLC
RIABOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC.
RIABOUNTIFUL, UT
WEALTH MODE
RIABOUNTIFUL, UT
TAYLOR DERRICK CAPITAL, L.L.C.
RIASALT LAKE CITY , UT
SANDLOT PARTNERS, LLC
RIAOREM, UT