SFG INVESTMENT ADVISORS, INC.
CRD #111241 SEC #801-79813 DOYLESTOWN, PA 215-345-5601
SEC Registered
Total AUM
$328.2M
Discretionary
$328.2M
Employees
6
Clients
1
Accounts
640
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $328.2M | $328.2M | $0 | 6 | 4 |
| Sep 2021 | $329.7M | $329.7M | $0 | 8 | 0 |
| Feb 2021 | $329.7M | $329.7M | $0 | 8 | 0 |
| May 2020 | $263.8M | $263.3M | $480.6K | 7 | 0 |
| Jan 2020 | $263.8M | $263.3M | $480.6K | 7 | 0 |
| Jan 2020 | $263.8M | $263.3M | $480.6K | 7 | 0 |
| Mar 2019 | $211.5M | $211.5M | $0 | 7 | 3 |
| Mar 2018 | $207.1M | $190.6M | $16.5M | 8 | 1 |
| Mar 2017 | $159.8M | $147.1M | $12.7M | 6 | 26 |
| Mar 2016 | $148.2M | $136.6M | $11.7M | 6 | 26 |
| Oct 2015 | $156M | $144.4M | $11.6M | 5 | 26 |
| Mar 2015 | $156M | $144.4M | $11.6M | 5 | 26 |
| May 2014 | $136.4M | $125.4M | $11.1M | 5 | 26 |
| Mar 2012 | $80.8M | $0 | $80.8M | 1 | 26 |
| Feb 2012 | $80.8M | $0 | $80.8M | 1 | 26 |
| Mar 2009 | $31.1M | $0 | $31.1M | 5 | -- |
| May 2007 | $31.2M | $0 | $31.2M | 5 | -- |
| Mar 2007 | $31.2M | $0 | $31.2M | 5 | -- |
DateMar 2022
Total AUM$328.2M
Discretionary$328.2M
Non-Disc.$0
Employees6
Clients4
DateSep 2021
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$263.8M
Discretionary$263.3M
Non-Disc.$480.6K
Employees7
Clients0
DateJan 2020
Total AUM$263.8M
Discretionary$263.3M
Non-Disc.$480.6K
Employees7
Clients0
DateJan 2020
Total AUM$263.8M
Discretionary$263.3M
Non-Disc.$480.6K
Employees7
Clients0
DateMar 2019
Total AUM$211.5M
Discretionary$211.5M
Non-Disc.$0
Employees7
Clients3
DateMar 2018
Total AUM$207.1M
Discretionary$190.6M
Non-Disc.$16.5M
Employees8
Clients1
DateMar 2017
Total AUM$159.8M
Discretionary$147.1M
Non-Disc.$12.7M
Employees6
Clients26
DateMar 2016
Total AUM$148.2M
Discretionary$136.6M
Non-Disc.$11.7M
Employees6
Clients26
DateOct 2015
Total AUM$156M
Discretionary$144.4M
Non-Disc.$11.6M
Employees5
Clients26
DateMar 2015
Total AUM$156M
Discretionary$144.4M
Non-Disc.$11.6M
Employees5
Clients26
DateMay 2014
Total AUM$136.4M
Discretionary$125.4M
Non-Disc.$11.1M
Employees5
Clients26
DateMar 2012
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees1
Clients26
DateFeb 2012
Total AUM$80.8M
Discretionary$0
Non-Disc.$80.8M
Employees1
Clients26
DateMar 2009
Total AUM$31.1M
Discretionary$0
Non-Disc.$31.1M
Employees5
Clients--
DateMay 2007
Total AUM$31.2M
Discretionary$0
Non-Disc.$31.2M
Employees5
Clients--
DateMar 2007
Total AUM$31.2M
Discretionary$0
Non-Disc.$31.2M
Employees5
Clients--