SG FINANCIAL ADVISORS, LLC
Total AUM
$387.7M
Employees
4Clients
218Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
333 SANDY SPRINGS CIRCLE, N.E.
SUITE 121
SANDY SPRINGS
GA 30328
United States
SUITE 121
SANDY SPRINGS
GA 30328
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
404-459-0027
Financials
Total AUM
$387.7M
Accounts
976Discretionary
$386.7M
Accounts
975Non-Discretionary
$991.8K
Accounts
1
Clients
Individual Clients
112AUM
$345.1M
HNW Individual Clients
106AUM
$42.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE
Compliance
Disclosures
None reported
State Registrations
FLGANCNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.