Sgl Investment Advisors, Inc.
Sgl Investment Advisors, Inc. is an SEC-registered mass-market adviser in Missoula, MT with $391.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Sgl Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145167, SEC 801-80443, data through 2025-09-26.
- AUM (assets under management / regulatory AUM)
- $391.6M (2025-09-26)
- Firm type
- Mass-Market Adviser
- Location
- Missoula, MT
- Employees
- 7
- Clients
- 734
- CRD
- 145167
- Ownership
- SGL FINANCIAL SERVICES CORP.; VINSO, JOSEPH, DAVID; COOPER, DIRK, NATHAN; KLEESE, MICHAEL, F; LONG, SCOTT, GREGORY
How much AUM does Sgl Investment Advisors, Inc. have?
Sgl Investment Advisors, Inc. reported $391.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-26).
Who owns Sgl Investment Advisors, Inc.?
Disclosed owners and executives of Sgl Investment Advisors, Inc. include SGL FINANCIAL SERVICES CORP., VINSO, JOSEPH, DAVID, COOPER, DIRK, NATHAN, KLEESE, MICHAEL, F, LONG, SCOTT, GREGORY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.