Wealth Manager
    SEC Registered

    Sgl Investment Advisors, Inc.

    Registered investment advisor · Missoula, Montana · CRD #145167

    Assets Under Management
    $392M
    Client Accounts
    1,236
    Employees
    7
    CRD Number
    145167
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sgl Investment Advisors, Inc.

    SGL Investment Advisors, Inc. is an investment advisory firm based in Missoula, MT, offering services like investment management and portfolio management to high net worth individuals and pension plans. The firm manages $391 million in assets and has 734 clients. It provides tailored investment strategies and quarterly performance reports.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sgl Investment Advisors, Inc.

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    Frequently Asked Questions

    What is Sgl Investment Advisors, Inc.'s AUM?

    Sgl Investment Advisors, Inc. reports approximately $392M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sgl Investment Advisors, Inc. headquartered?

    Sgl Investment Advisors, Inc. is headquartered in Missoula, Montana.

    What is Sgl Investment Advisors, Inc.'s CRD number?

    Sgl Investment Advisors, Inc.'s CRD number is 145167. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sgl Investment Advisors, Inc. manage?

    Sgl Investment Advisors, Inc. manages approximately 1,236 client accounts according to its latest SEC filing.

    Is Sgl Investment Advisors, Inc. SEC registered?

    Yes, Sgl Investment Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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