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- Custodian
- Betterment · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-21-2022
- Office Locations
- 1
Office Locations
About Broadway Advisor Group
Broadway Advisor Group (sgroiwealth.com) provides retirement planning, investment management, tax-aware investing, and family estate/legacy organization for clients at all stages of their wealth journey. Portfolios are built around client goals and adapted to changing markets, informed by research and ongoing communication. Uses custodians including Fidelity/NFS and Interactive Brokers.
Reported data analysis
What the numbers show
Between June 11, 2025 and March 31, 2026, reported AUM increased 29.0%, from $166.6M to $214.9M.
Across 4 reported observations, AUM increased 230.1% between December 13, 2023 and March 31, 2026, from $65.1M to $214.9M.
Of the latest reported AUM, 94.8% is discretionary and 5.2% is non-discretionary.
The firm reports 3 advisory representatives and 321 clients, or 107 clients per representative. That equates to $669.5K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JASON MICHAEL SGROI
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4613747
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN FRANCIS MENDRYSA
--
- CRD
- #2492930
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,734,132 | $644,728 |
| Non-Discretionary | $11,188,900 | $2,237,780 |
| Total | $214,923,032 | $669,542 |
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Separately Managed Accounts
SMA allocation detail is available
Broadway Advisor Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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