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Building 2SGL INVESTMENT ADVISORS, INC.

Map pinMISSOULA, MT
Phone406-721-0999
NotebookSEC #801-80443
Total AUM
$391.6M
Employees
7
Clients
734

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
283 W. FRONT STREET SUITE 302
MISSOULA
MT 59802-4328
United States
Operating Hours
M - THUR 7:00 AM - 4:00 PM F 7:00 AM - 3:00 PM
Monday - Friday
Phone
406-721-0999

ReceiptFinancials

Total AUM
$391.6M
Accounts
1,236
Discretionary
$391.6M
Accounts
1,236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
614
AUM
$132.7M
HNW Individual Clients
98
AUM
$206.6M
Charitable Organization Clients
11
AUM
$28.2M
Government Entity Clients
1
AUM
$4.1M
Corporation or Business Clients
10
AUM
$20.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTFLIDLAMDMEMNMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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