S
$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
2 Employees
53 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-17-2025
- Office Locations
- 1
Office Locations
1489 W Warm Springs RD STE 110 Henderson NV
About SG Financial
SG Financial is a Henderson-based RIA. The firm has been operating for 1 years. Managing $18.1M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
29 AVG AGE
$9.0M AVG AUM / ADVISOR
$341.3K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Scott Christopher Groskreutz
Chief Compliance Officer, Managing Member, President
- CRD
- #7431020
- Ownership
- 75% or more
Available
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Nicholas Matthew Van Noort
--
- CRD
- #6145851
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,088,252 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,088,252 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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