SGL INVESTMENT ADVISORS, INC.
CRD #145167 SEC #801-80443 MISSOULA, MT 406-721-0999
SEC Registered Broker-Dealer
Total AUM
$391.6M
Discretionary
$391.6M
Employees
7
Clients
--
Accounts
1,236
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $391.6M | $391.6M | $0 | 7 | 734 |
| Sep 2024 | $351.3M | $351.3M | $0 | 8 | 574 |
| Aug 2024 | $292.4M | $292.4M | $0 | 9 | 474 |
| Jun 2024 | $292.4M | $292.4M | $0 | 9 | 474 |
| Dec 2023 | $292.4M | $292.4M | $0 | 9 | 474 |
| Sep 2023 | $292.4M | $292.4M | $0 | 9 | 474 |
| Mar 2023 | $212.1M | $212.1M | $0 | 9 | 408 |
| Sep 2022 | $212.1M | $212.1M | $0 | 9 | 408 |
| May 2022 | $218.5M | $218.5M | $0 | 8 | 326 |
| Jan 2022 | $218.5M | $218.5M | $0 | 8 | 326 |
| Sep 2021 | $218.5M | $218.5M | $0 | 8 | 326 |
| Jan 2021 | $168.7M | $168.7M | $0 | 8 | 281 |
| Jan 2021 | $168.7M | $168.7M | $0 | 8 | 281 |
| Sep 2020 | $168.7M | $168.7M | $0 | 8 | 281 |
| Jun 2020 | $146.3M | $146.3M | $0 | 5 | 231 |
| Jan 2020 | $146.3M | $146.3M | $0 | 5 | 231 |
| Sep 2019 | $146.3M | $146.3M | $0 | 5 | 231 |
| Jul 2019 | $146.2M | $146.2M | $0 | 5 | 0 |
| May 2019 | $137.1M | $137.1M | $0 | 5 | 0 |
| Sep 2018 | $137.1M | $137.1M | $0 | 6 | 0 |
| Sep 2017 | $131.2M | $131.2M | $0 | 6 | 200 |
| Sep 2017 | $126.5M | $126.5M | $0 | 5 | 200 |
| Oct 2016 | $126.5M | $126.5M | $0 | 5 | 200 |
| Sep 2016 | $127.6M | $127.6M | $0 | 5 | 200 |
| May 2016 | $127.6M | $127.6M | $0 | 5 | 200 |
| Jul 2015 | $118.4M | $118.4M | $0 | 5 | 200 |
| Mar 2015 | $107.6M | $107.6M | $0 | 6 | 200 |
| Jan 2015 | $107.6M | $107.6M | $0 | 6 | 200 |
| Nov 2014 | $107.6M | $107.6M | $0 | 6 | 200 |
| Sep 2014 | $107.6M | $107.6M | $0 | 6 | 200 |
| Jan 2012 | $61.2M | $61.2M | $0 | 1 | 200 |
| Oct 2010 | $46.1M | $46.1M | $0 | 5 | -- |
| Sep 2010 | $46.1M | $46.1M | $0 | 5 | -- |
| Sep 2010 | $46.1M | $46.1M | $0 | 5 | -- |
| Sep 2009 | $36.3M | $36.3M | $0 | 5 | -- |
| Sep 2008 | $30.5M | $30.5M | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees7
Clients734
DateSep 2024
Total AUM$351.3M
Discretionary$351.3M
Non-Disc.$0
Employees8
Clients574
DateAug 2024
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees9
Clients474
DateJun 2024
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees9
Clients474
DateDec 2023
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees9
Clients474
DateSep 2023
Total AUM$292.4M
Discretionary$292.4M
Non-Disc.$0
Employees9
Clients474
DateMar 2023
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees9
Clients408
DateSep 2022
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees9
Clients408
DateMay 2022
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees8
Clients326
DateJan 2022
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees8
Clients326
DateSep 2021
Total AUM$218.5M
Discretionary$218.5M
Non-Disc.$0
Employees8
Clients326
DateJan 2021
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees8
Clients281
DateJan 2021
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees8
Clients281
DateSep 2020
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees8
Clients281
DateJun 2020
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients231
DateJan 2020
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients231
DateSep 2019
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients231
DateJul 2019
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees6
Clients200
DateSep 2017
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateOct 2016
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients200
DateSep 2016
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients200
DateMay 2016
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees5
Clients200
DateJul 2015
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients200
DateJan 2015
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients200
DateNov 2014
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients200
DateSep 2014
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees1
Clients200
DateOct 2010
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--