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SGL INVESTMENT ADVISORS, INC.
SGL INVESTMENT ADVISORS, INC.
MISSOULA, Montana
·
10 registered advisors
·
CRD# 145167
SEC# 801-80443
0
406-721-0999
01
Firm Overview
AUM
$351M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SGL INVESTMENT ADVISORS, INC.
10 registered advisors
Bruce Anthony Costa
MISSOULA, Montana
CRD# 6348002
Darla Marie Felix
MISSOULA, Montana
CRD# 5874509
Dirk Nathan Cooper
MISSOULA, Montana
CRD# 5251509
Joseph David Vinso
MISSOULA, Montana
CRD# 1499661
Kimberly Jean Smith
MISSOULA, Montana
CRD# 3100432
Michael F Kleese
MISSOULA, Montana
CRD# 5249734
Robert Guy Isaac Seidenschwarz
MISSOULA, Montana
CRD# 1011121
Scott Gregory Long
MISSOULA, Montana
CRD# 1290706
Susan Elaine Williams
MISSOULA, Montana
CRD# 2290587
Tessa Noelle Greene
MISSOULA, Montana
CRD# 6444039
05
Office Locations
MISSOULA, Montana
10 advisors
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Data sourced from SEC Form ADV filings. SGL INVESTMENT ADVISORS, INC. (CRD# 145167) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.