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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| STEEGE, SUSAN, MATHERS | I | SECRETARY/TREASURER/DIRECTOR | NA | |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | NA | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| STEEGE, CHARLES, FOX | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | B | Control |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | B | Control |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | B | Control |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | B | Control |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | B | Control |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | B | Control |
| WITTER, MATTHEW, PAUL | I | SENIOR VICE PRESIDENT | B | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/ASSISTANT PLANNER/DIRECTOR | A | |
| GROFF, KELLY, JAY | I | SHAREHOLDER/ASSISTANT PLANNER/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | |
| GROFF, KELLY, JAY | I | SHAREHOLDER/ASSISTANT PLANNER/DIRECTOR | A | |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/ASSISTANT PLANNER/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | |
| GROFF, KELLY, JAY | I | SHAREHOLDER/ASSISTANT PLANNER/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/ASSISTANT PLANNER/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | Control |
| GROFF, KELLY, JAY | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | Control |
| KERBER, ALISON, WALL | I | SHAREHOLDER | A | |
| KRESCHOLLEK, PATRICIA, JANE | I | SHAREHOLDER/BOOKKEEPER | A | |
| KRESCHOLLEK, PATRICIA, JANE | I | SHAREHOLDER/BOOKKEEPER | A | |
| KRESCHOLLEK, PATRICIA, JANE | I | SHAREHOLDER/BOOKKEEPER | A | |
| KRESCHOLLEK, PATRICIA, JANE | I | SHAREHOLDER | A | |
| KRESCHOLLEK, PATRICIA, JANE | I | SHAREHOLDER | A | |
| KRESCHOLLEK, PATRICIA, JANE | I | SHAREHOLDER | A | |
| NEWMAN, ADAM, MICHAEL | I | SHAREHOLDER | A | |
| NEWMAN, ADAM, MICHAEL | I | SHAREHOLDER | A | |
| NEWMAN, ADAM, MICHAEL | I | SHAREHOLDER | A | |
| NEWMAN, ADAM, MICHAEL | I | SHAREHOLDER | A | |
| NEWMAN, ADAM, MICHAEL | I | SHAREHOLDER/VICE PRESIDENT/DIRECTOR | A |
Registrations
Federal
IA
Mar 10, 2022 REGISTERED
Notice Filings (3)
NJ PA TX
Address
3655 ROUTE 202, SUITE 140GEORGETOWN CROSSING OFFICES
DOYLESTOWN, PA 18902
United States
Phone: 215-345-5601