Unclaimed Profile

Charles Fox Steege

SFG INVESTMENT ADVISORS, INC.·DOYLESTOWN, Pennsylvania

Series 6, Series 7, Series 22, Series 24, Series 62, Series 63Clean record29 years registeredSFG INVESTMENT ADVISORS, INC.

3655 ROUTE 202, SUITE 140, DOYLESTOWN, PA 18902CRD# 1364360Firm CRD# 111241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Fox Steege · DOYLESTOWN, PA

Registration

CRD #1364360 · SFG INVESTMENT ADVISORS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Nov 2022 – present

SFG INVESTMENT ADVISORS, INC.

Mar 1997 – Dec 2022

DOYLESTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 62

Series 63

Registration record

First registered · March 27, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFG INVESTMENT ADVISORS, INC.

CRD 111241 · SEC 801-79813

AUM

$328M

Regulatory assets under management

Employees

640 client accounts

Services offered by SFG INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFG INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Fox Steege offer?

Charles Fox Steege specializes in Financial Planning, Investment Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Charles Fox Steege's credentials?

Charles Fox Steege is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Fox Steege located?

Charles Fox Steege is based in DOYLESTOWN, Pennsylvania, working with SFG INVESTMENT ADVISORS, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Charles Fox Steege charge for services?

Charles Fox Steege'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 SFG INVESTMENT ADVISORS, INC.?

SFG INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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