SGL FINANCIAL, LLC

BUFFALO GROVE, Illinois·4 registered advisors·CRD# 158023
SEC# 801-962236888-245-2388
01

Firm Overview

AUM
$214M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SGL FINANCIAL, LLC

4 registered advisors
Gabriel David Lewit
BUFFALO GROVE, Illinois
Kurt Michael Arseneau
BUFFALO GROVE, Illinois
Steven James Thomas
BUFFALO GROVE, Illinois
Steven Richard Lewit
BUFFALO GROVE, Illinois
05

Office Locations

BUFFALO GROVE, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. SGL FINANCIAL, LLC (CRD# 158023) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.