SGH WEALTH MANAGEMENT
Adviser information for SGH WEALTH MANAGEMENT last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,362 | $354.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,362 | $354.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 74 | $42.2M |
| HNW Individuals | 245 | $309.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 322 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 326.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SGH WEALTH MANAGEMENT WRAP PROGRAM | SGH WEALTH MANAGEMENT |
Principal Office
17550 W ELEVEN MILE RDLATHRUP VILLAGE
MI
United States
Monday - Friday, 9:00 TO 4:00
Tel: (248) 731-0029, Fax: None
Websites
www.instagram.com/sghusz/
www.linkedin.com/company/sghwm
sghwm.com/
twitter.com/sghwealthmgmt
speakerhub.com/speaker/sam-huszczo
www.linkedin.com/in/sghwealthmanagement/
www.facebook.com/sgh-wealth-management-108814891383052
www.tiktok.com/@sghwm
www.google.com/search?rlz=1c1chbf_enus977us977&q=sgh%20wealth%20management&stick=h4siaaaaaaaaaongu1i1qlcwmdjjmk8xnzextta
Chief Compliance Officer
SAM G. HUSZCZO
PRESIDENT
17550 W ELEVEN MILE RD
LATHRUP VILLAGE
MI
United States
Tel:
248-731-0029
Fax:
248-733-3949
S**@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUSZCZO, SAM, GREGORY | Individual | – | MANAGING MEMBER/CCO | 05/2016 | > 75% |