S
$2.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2023
- Office Locations
- 1
Office Locations
-- Henderson NV
About SG Financial Group, LLC
SG Financial Group, LLC is a Henderson-based RIA. The firm has been operating for 3 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$369.7K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Seth Gutierrez
Chief Compliance Officer, Managing Member
- CRD
- #7682405
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,587,634 | -- |
| Total | $2,587,634 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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