Also known as sgl
SG Long Financial, operating as SGL Investment Advisors, is an independent fiduciary wealth management firm based in Missoula, Montana, with roots dating to 1986. It manages about $440 million in assets and describes over four decades of work with families, business owners and multi-generational households. The firm provides financial planning, investment management and retirement solutions for individuals and businesses. Its integrated planning spans investment, tax and estate matters, and it advises on business succession, philanthropic and charitable strategy, retirement transitions and legacy planning for families. The firm states that it operates under a fiduciary standard.
Public regulatory records matched to SGL Investment Advisors from SEC and IRS filings.
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SGL Investment Advisors is a wealth manager based in Missoula, United States, managing approximately $440M in assets.
SGL Investment Advisors is headquartered in Missoula, United States.
SGL Investment Advisors manages approximately $440M in assets under management.
SGL Investment Advisors was founded in 1986.
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