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Elisha Rochelle Werner

SG TRADING SOLUTIONS, LLC·BOUNTIFUL, Utah
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620 S MAIN STREET, BOUNTIFUL, UT 84010CRD# 3072296Firm CRD# 322928
01

About

Elisha Rochelle Werner is a registered financial advisor based in BOUNTIFUL, Utah, affiliated with SG TRADING SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SG TRADING SOLUTIONS, LLC
SG TRADING SOLUTIONS, LLC
AUM
$208M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SG TRADING SOLUTIONS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3072296
Firm CRD# 322928
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elisha Rochelle Werner offer?
Elisha Rochelle Werner specializes in Investment Management, Fee-Only Advisory. Contact their office in BOUNTIFUL, Utah for a consultation.
What are Elisha Rochelle Werner's credentials?
Elisha Rochelle Werner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elisha Rochelle Werner located?
Elisha Rochelle Werner is based in BOUNTIFUL, Utah, working with SG TRADING SOLUTIONS, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.
How does Elisha Rochelle Werner charge for services?
Elisha Rochelle Werner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SG TRADING SOLUTIONS, LLC?
SG TRADING SOLUTIONS, LLC has approximately 5 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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