SG FINANCIAL ADVISORS, LLC
CRD #133824 SEC #801-67524 SANDY SPRINGS, GA 404-459-0027
SEC Registered
Total AUM
$387.7M
Discretionary
$386.7M
Employees
4
Clients
1
Accounts
976
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $387.7M | $386.7M | $991.8K | 4 | 0 |
| Jun 2020 | $387.7M | $386.7M | $991.8K | 4 | 0 |
| Mar 2020 | $387.7M | $386.7M | $991.8K | 4 | 0 |
| Mar 2019 | $309.4M | $308.7M | $759.8K | 4 | 0 |
| Apr 2018 | $285.7M | $285.7M | $0 | 4 | 0 |
| Mar 2018 | $285.7M | $285.7M | $0 | 4 | 0 |
| Apr 2017 | $255.9M | $255.9M | $0 | 4 | 167 |
| Mar 2017 | $255.9M | $255.9M | $0 | 4 | 167 |
| Mar 2016 | $205.8M | $205.8M | $0 | 4 | 164 |
| Mar 2015 | $196.2M | $196.2M | $0 | 4 | 156 |
| Feb 2015 | $198.2M | $198.2M | $0 | 3 | 146 |
| Aug 2014 | $198.2M | $198.2M | $0 | 3 | 146 |
| Mar 2014 | $198.2M | $198.2M | $0 | 1 | 146 |
| Apr 2013 | $189.7M | $189.7M | $0 | 2 | 138 |
| Apr 2012 | $122.4M | $122.4M | $0 | 1 | 126 |
| Mar 2011 | $151.1M | $151.1M | $0 | 5 | -- |
| Mar 2010 | $116.8M | $116.8M | $0 | 5 | -- |
| Mar 2009 | $86M | $86M | $0 | 5 | -- |
| Feb 2007 | $54.5M | $54.5M | $0 | 5 | -- |
| Feb 2007 | $54.5M | $54.5M | $0 | 5 | -- |
| Jan 2007 | $54.5M | $54.5M | $0 | 5 | -- |
DateAug 2020
Total AUM$387.7M
Discretionary$386.7M
Non-Disc.$991.8K
Employees4
Clients0
DateJun 2020
Total AUM$387.7M
Discretionary$386.7M
Non-Disc.$991.8K
Employees4
Clients0
DateMar 2020
Total AUM$387.7M
Discretionary$386.7M
Non-Disc.$991.8K
Employees4
Clients0
DateMar 2019
Total AUM$309.4M
Discretionary$308.7M
Non-Disc.$759.8K
Employees4
Clients0
DateApr 2018
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$255.9M
Discretionary$255.9M
Non-Disc.$0
Employees4
Clients167
DateMar 2017
Total AUM$255.9M
Discretionary$255.9M
Non-Disc.$0
Employees4
Clients167
DateMar 2016
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees4
Clients164
DateMar 2015
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees4
Clients156
DateFeb 2015
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees3
Clients146
DateAug 2014
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees3
Clients146
DateMar 2014
Total AUM$198.2M
Discretionary$198.2M
Non-Disc.$0
Employees1
Clients146
DateApr 2013
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees2
Clients138
DateApr 2012
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees1
Clients126
DateMar 2011
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$86M
Discretionary$86M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--