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Sam Gregory Huszczo

SGH WEALTH MANAGEMENT·LATHRUP VILLAGE, Michigan
Clean recordSGH WEALTH MANAGEMENT
17550 W ELEVEN MILE RD, LATHRUP VILLAGE, MI 48076CRD# 4677793Firm CRD# 284067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sam Gregory Huszczo · LATHRUP VILLAGE, MI
Registration
CRD #4677793 · SGH WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sam Gregory Huszczo is a registered financial advisor based in LATHRUP VILLAGE, Michigan, affiliated with SGH WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SGH WEALTH MANAGEMENT
SGH WEALTH MANAGEMENT
AUM
$354M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SGH WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4677793
Firm CRD# 284067
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sam Gregory Huszczo offer?
Sam Gregory Huszczo specializes in Financial Planning, Investment Management. Contact their office in LATHRUP VILLAGE, Michigan for a consultation.
What are Sam Gregory Huszczo's credentials?
Sam Gregory Huszczo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sam Gregory Huszczo located?
Sam Gregory Huszczo is based in LATHRUP VILLAGE, Michigan, working with SGH WEALTH MANAGEMENT. Their office serves clients in the LATHRUP VILLAGE metropolitan area and surrounding communities.
How does Sam Gregory Huszczo charge for services?
Sam Gregory Huszczo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SGH WEALTH MANAGEMENT?
SGH WEALTH MANAGEMENT has approximately 11 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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