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SG FINANCIAL
SG RETIREMENT PLANNING LLC
CRD 334710
1489 W WARM SPRINGS RD, STE 110, HENDERSON, NV, 89014, United States
Phone
702-420-2554
Fax
702-776-2717
Registration
— (—)
Source
State registered
Total AUM
$18.1M
Discretionary AUM
$18.1M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $18.1M |
| Corporations/business entities | 2 | $0 |
All web addresses on file
Official SEC filing: View on IAPD