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 institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm’s client base is institutional and its stated advisory activity is portfolio management for investment companies. It charges fees as a percentage of assets under management and does not position itself as a capital allocator. The firm is not flagged as an active ESG investor and is classified as a single-state adviser rather than a multi-state firm. Industry affiliation is listed as Other Investment Adviser, and ownership is described as a combination of a domestic entity and an individual.
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 1
David Harden
Chief Executive OfficerCRD 2408466
Contacts
1 of 1
John 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