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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-21-2011
- Office Locations
- 4
Office Locations
About SGL Financial, LLC
SGL Financial is a fiduciary, fee-transparent wealth management and financial planning firm founded by Steve and Gabriel Lewit. The team provides holistic advice and portfolio management for individuals and families, including retirees and business owners, with custody including Charles Schwab. Investment focus includes asset allocation and ETFs. Notable for co-founder Steve Lewit’s book “The Perpetual Retirement Income Machine” and media features (CNN Money, USA Today, Forbes).
Team overview
Insights
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GABRIEL DAVID LEWIT
Advisor, Chief Executive Officer
- CRD
- #5845816
- Ownership
- 25% but less than 50%
STEVEN RICHARD LEWIT
Advisor, Owner
- CRD
- #3262075
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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DYLAN JACOB COWEN
Advisor
- CRD
- #5782371
ROGER JAY COWEN
Founder
- CRD
- #705542
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $414,065,720 | $152,679 |
| Non-Discretionary | $1,942,540 | $1,942,540 |
| Total | $416,008,260 | $153,339 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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