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 corporation that operates as both a broker-dealer and an insurance broker. Established in 2014, the firm focuses on providing portfolio management services primarily for individuals, families, and small businesses. With a commitment to active ESG investing, SGL Investment Advisors integrates environmental, social, and governance factors into its investment strategies. The firm is not classified as a multi-state adviser and does not engage in pension consulting. Its fee structure is based on a percentage of assets under management, aligning the firm’s interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities52%
- Investment Grade Corp Bonds24%
- Non-Investment Grade Corp Bonds9%
- Cash & Cash Equivalents8%
- State & Local Bonds6%
Owners & executives
3 of 4ROBBYN RICHARDSON
Chief Investment OfficerCRD 5080105
JOSHUA DENNEY
Chief Technology OfficerCRD 5492542
SUSAN WILLIAMS
Chief Executive Officer, Portfolio ManagerCRD 2290587
Contacts
3 of 17BRUCE ANTHONY COSTA
Board MemberCRD 6348002
SCOTT LONG
Chairman & FounderCRD 1290706
MARCUS WELNEL
Financial AdvisorCRD 7741521
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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