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SGROI WEALTH ADVISORY GROUP LLC
CRD 289764 · SEC 801-112067
965 UNION ROAD, WEST SENECA, NY, 14224, United States
Phone
716-674-6700
Fax
716-674-6822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$1.36B
Team
27 total employees; 14 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7478 | $1.08B |
| High net worth individuals | 169 | $272.7M |
| Pension/profit sharing plans | 23 | $3.5M |
| Charitable organizations | 6 | $1.3M |
States served
AZ, GA, IL, MI, NY, NC, OH, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD