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SGL INVESTMENT ADVISORS, INC.
CRD 145167 · SEC 801-80443
283 W. FRONT STREET SUITE 302, MISSOULA, MT, 59802-4328, United States
Phone
406-721-0999
Fax
406-721-0922
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$391.6M
Discretionary AUM
$391.6M
Team
7 total employees; 6 advisory reps; 734 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 614 | $132.7M |
| High net worth individuals | 98 | $206.6M |
| Charitable organizations | 11 | $28.2M |
| State/municipal entities | 1 | $4.1M |
| Corporations/business entities | 10 | $20.1M |
States served
AK, AZ, CA, CO, ID, LA, ME, MD, MN, MT, OR, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD