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SJHL FINANCIAL GROUP
SJHL FINANCIAL SERVICES, LLC
CRD 285946 · SEC 801-126251
123 SOUTH MAIN ST., MCPHERSON, KS, 67460, United States
Phone
620-241-1826
Fax
620-241-6926
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.5M
Discretionary AUM
$174.5M
Team
11 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 336 | $75.4M |
| High net worth individuals | 48 | $99.0M |
| Charitable organizations | 1 | $142K |
States served
KS, NM, MO, TX
All web addresses on file
Official SEC filing: View on IAPD