Overview

SGL Financial is an SEC registered investment advisor with IARs in 19 states. We are looking for existing advisers and firms that would like to partner with or join a firm with and established record of world class adviser support. Our exclusive 3rd party money management agreement with one of the nations top RIA firms with over $5.5B under management and a 30 year track record makes us unique. In today's market with fee compression being a huge concern, our tech platform offerings give you the "value-added" services you need to offer your clients. We pride ourselves on offering a system with a primary goal of client retention. Building an AUM client base and losing it to fee compression or other advisers is a no win scenario. Contact me today to see how SGL can help you build your business! I can be reached at ___-___-____ or ___

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...