SGL FINANCIAL, LLC

1130 W Lake Cook Road
Suite 150
Buffalo Grove, Illinois 60089
Tel: 888-245-2388

About SGL FINANCIAL, LLC

SGL FINANCIAL, LLC, formally registered with the SEC as SGL FINANCIAL, LLC. The firm was established in 05/29/2015. They have over 6 offices throughout the country.

SGL FINANCIAL, LLC is a Buffalo Grove, Illinois based Financial Planning firm with nearly $214,042,234 assets under management, offering retirement planning & investment advisory services to 1524 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158023
SEC#	801-96223
Assets Managed by Firm	$214,042,234
No. of Clients	1524
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1524	$214,042,234
Individuals (other than high net worth individuals)	305	$125,541,968
High net worth individuals	203	$87,240,998
Pension and profit sharing plans	1	$1,259,268

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ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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