Sgl Financial, LLC
Sgl Financial, LLC is an SEC-registered mass-market adviser in Buffalo Grove, IL with $416.0M assets under management (AUM, regulatory AUM), +90% over one year. See who owns Sgl Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158023, SEC 801-96223, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $416.0M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- Buffalo Grove, IL
- Employees
- 33
- Clients
- 884
- CRD
- 158023
- Ownership
- LEWIT, GABRIEL, DAVID; THOMAS, STEVEN, JAMES; LEWIT, STEVEN, RICHARD; ARSENEAU, KURT, MICHAEL; EBERWEIN, JENNIFER, LYNN
How much AUM does Sgl Financial, LLC have?
Sgl Financial, LLC reported $416.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Sgl Financial, LLC?
Disclosed owners and executives of Sgl Financial, LLC include LEWIT, GABRIEL, DAVID, THOMAS, STEVEN, JAMES, LEWIT, STEVEN, RICHARD, ARSENEAU, KURT, MICHAEL, EBERWEIN, JENNIFER, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.