SFG WEALTH MANAGEMENT - Financial Advisor in Maryland, Towson

Tel: 410-825-3200 1104 Kenilworth Drive Suite 500 Towson, Maryland 21204

About SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT is a Towson, Maryland based financial advisory firm with nearly $556,304,090 in assets under management and provides investment advisory services for 1806 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

285785

Firm SEC#:

801-108748

Assets Under Management:

$556,304,090

No. of Clients:

1806

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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132669

801-67570

4625

$6,896,367,899

FINANCIAL COUNCIL, LLC

110748

801-51360

1456

$959,418,000

RED OAK FINANCIAL GROUP

166912

801-80860

1700

$836,788,025

BLACK DIAMOND FINANCIAL, LLC

145108

801-96172

274

$701,427,211

CALVERT STREET CAPITAL PARTNERS, INC.

158096

801-73600

$389,200,000

OLIVER WEALTH MANAGEMENT

314867

801-121543

1500

$290,000,000

L. K. BENSON & COMPANY, P.C.

107908

801-48099

$277,135,608

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$189,400,000

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801-20003

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WMS PARTNERS, LLC

109971

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