Sjhl Financial Group

Overview

Sjhl Financial Group is an independent registered investment adviser that began SEC registration in 2022 and is organized as a limited liability company under individual ownership. The firm functions as a capital allocator and serves both individual/family clients and institutional mandates. Its billing mixes asset-based fees with fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work, and the selection of external advisers. The firm does not position itself as an active ESG investor and lists an accounting affiliation among its industry relationships.

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Investments & Alternatives