SG FINANCIAL

Overview

SG Financial is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients and some institutional relationships, providing financial planning and discretionary portfolio management for individuals and small businesses. Its revenue is generated through multiple fee arrangements — percentage of assets under management, hourly charges and fixed fees — and it does not operate as a capital allocator or a multi-state adviser. SG Financial does not identify as an active ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices