$16.3M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
171 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2015
- Office Locations
- 1
Office Locations
116 Village Boulevard Suite 200 Princeton NJ
About SG Securities, LLC
SG Securities, LLC is an independent Princeton, NJ advisory firm focused on retirement planning for individuals approaching or in retirement. The team builds custom strategies across retirement income, IRA/401(k) rollovers and legacy planning, tax-efficient investing, and insurance/asset-protection solutions, including annuities. Its managed portfolios are primarily ETF-based.
Team overview
-- AVG AGE
$16.3M AVG AUM / ADVISOR
$95.0K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT JOSEPH SZIGETI JR
Chief Compliance Officer, Investment Advisor
- CRD
- #2475621
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Joseph Szigeti III
Vice President
- CRD
- #6654171
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $250,000 | -- |
| Total | $16,250,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing