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SGROI WEALTH ADVISORY GROUP LLC
SGROI WEALTH ADVISORY GROUP LLC
WEST SENECA, New York
·
2 registered advisors
·
CRD# 289764
SEC# 801-112067
0
716-674-6700
01
Firm Overview
AUM
$939M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SGROI WEALTH ADVISORY GROUP LLC
2 registered advisors
John Gerald Clouden
WEST SENECA, New York
CRD# 2563999
Patrick Joseph Sgroi
WEST SENECA, New York
CRD# 2226276
05
Office Locations
WEST SENECA, New York
2 advisors
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Data sourced from SEC Form ADV filings. SGROI WEALTH ADVISORY GROUP LLC (CRD# 289764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.