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SGH Wealth Management Share
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Overview Share
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Southfield, Michigan
$178.3 million AUM
1 office

SGH Wealth Management is based in Southfield, Michigan and has $178.3 million in assets under management.

Location
26211 Central Park Boulevard
Suite 601
Southfield, MI 48076
$178.3 million
AUM
5
Employees
AUM Share
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$178,315,131
Assets under management
741 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 175 $39,547,511 22% $225,986
High net worth individuals 49 $137,855,244 77% $2,813,372
Other corporations or businesses 1 $912,376 1% $912,376
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$178,315,131
Assets under management
$35,663,026
AUM per employee
$59,438,377
AUM per investment analyst
About Share
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Compensation

SGH Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

SGH Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Firm data Share
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CRD number 284,067
SEC number 801-113388
Legal structure Corporation
Legal governance Michigan, United States
Latest ADV filing date March 24, 2020

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