SGA Wealth Advisors LLC
Firm details
- Headquarters
- Manhattan, Kansas
- CRD number
- 341364
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
SGA Wealth Advisors LLC is a Kansas-registered limited liability company that provides fee-based advisory services. The firm is registered with the SEC (registered year: Unknown) and lists core activities as financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its stated fee model combines percentage-of-assets and fixed-fee engagements. The firm identifies an affiliation with accounting professionals, and its profile indicates it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1
Seth Gordon
PartnerCRD 8183989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan, KS
Riley
Location
Manhattan, KS
Headquartered in Manhattan, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Riley
- Address
- 1960 Kimball Ave
- Time zone
- CT (UTC-6)
- Office locations
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