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SG SECURITIES, LLC
CRD 181524
116 VILLAGE BOULEVARD, SUITE 200, PRINCETON, NJ, 08540, United States
Phone
(609) 309-5533
Fax
833-590-9739
Registration
— (—)
Source
State registered
Total AUM
$16.3M
Discretionary AUM
$16.0M
Team
2 total employees; 1 advisory reps; 85 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2022-08-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $11.3M |
| High net worth individuals | 4 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD