SGL Investment Advisors, Inc.
Firm details
- Headquarters
- Missoula, Montana
- CRD number
- 145167
- Registered since
- October 14, 2014
- Website
- www.sglongfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.75%
- Individuals33.89%
- Charitable Organizations7.19%
- Corporations / Businesses5.13%
- State / Municipal Government1.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SGL Investment Advisors, Inc. is a SEC-registered corporate RIA that began registration in 2014. The firm serves both individual and family clients as well as institutional accounts and provides portfolio management services geared toward individuals and small businesses. It operates a broker-dealer and insurance broker business alongside its advisory practice, charges fees based on a percentage of assets under management, and is not positioned as a capital allocator. The firm identifies itself as an active ESG investor, indicating environmental, social or governance factors are incorporated into its investment approach.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities59%
- Investment Grade Corp Bonds20%
- State & Local Bonds8%
- Non-Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
3 of 4
Darla Felix
Chief Financial Officer and Human Resources ManagerCRD 5874509
Robbyn Richardson
Chief Investment OfficerCRD 5080105
Joshua Denney
Chief Technology OfficerCRD 5492542
Contacts
3 of 16
Joshua Eder
Financial AdvisorCRD 5104561
Donald Gaumer
Registered RepresentativeCRD 5270645
Andrew Harris
Research AssociateCRD 7228229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Missoula, MT
Missoula
Location
Missoula, MT
Headquartered in Missoula, MT, in the West of the United States.
- Region
- West
- County
- Missoula
- Address
- 283 W Front St
- Time zone
- MT (UTC-7)
- Office locations
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