wiseradvisor

Sfg Wealth Management

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 $531,674,620 in assets under management and provides investment advisory services for 1517 clients. There are currently 17 financial advisors at the firm.


General Information

Firm CRD#:   285785
SEC#:   801-108748
Assets under Management:   $531,674,620
No. of Clients:   1517
No. of Advisors:   17
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Fixed fees

More Financial Advisor Firms in Towson, Maryland

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
Oliver Wealth Management 314867 801-121543 1274 5 $292,390,829
Waypoint Wealth Management 155574 801-110641 508 4 $191,286,596
Pnc Capital Advisors Llc 151829 801-70684 471 146 $33,653,235,361
Wealthplans, Llc 311560 801-119949 368 1 $167,216,100
Lynx Investment Advisory, Llc 111814 801-54969 284 12 $1,067,593,428
Glassy Mountain Advisors, Inc. 314937 801-121469 236 3 $236,413,515
Hillman Capital Management Inc 110096 801-57921 176 5 $327,209,390
Family Office Research, Llc 144136 801-80228 78 4 $403,800,122
Atcap Partners, Llc 158214 801-72617 37 9 $16,107,269
Access Holdings Management Company Llc 297197 801-114018 22 32 $2,077,013,740
Advisors Preferred Llc 157980 801-72430 21 9 $3,519,456,185
Fort, L.P. 168613 801-79113 12 54 $2,798,687,000
Parkridge|Jcam 294458 801-113083 9 1 $6,795,000
Campbell & Company Investment Adviser Llc 134332 801-64244 9 58 $995,709,328
Broadoak Asset Management, Llc 148901 801-121842 8 7 $245,021,430
Hull Street Energy 291881 801-113755 7 14 $1,618,955,598
Explore More Financial Advisor Firms in Towson, Maryland >>