SGL FINANCIAL, LLC
CRD #158023 SEC #801-96223 BUFFALO GROVE, IL 888-245-2388
SEC Registered
Total AUM
$218.6M
Discretionary
$217.1M
Employees
31
Clients
--
Accounts
1,251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $218.6M | $217.1M | $1.5M | 31 | 0 |
| Sep 2025 | $218.6M | $217.1M | $1.5M | 31 | 0 |
| May 2025 | $218.6M | $217.1M | $1.5M | 31 | 0 |
| Mar 2025 | $218.6M | $217.1M | $1.5M | 31 | 0 |
| Jan 2025 | $214M | $214M | $0 | 23 | 0 |
| Mar 2024 | $214M | $214M | $0 | 19 | 0 |
| Mar 2023 | $168.8M | $168.8M | $0 | 12 | 0 |
| Mar 2022 | $163.6M | $162.7M | $947.7K | 12 | 0 |
| Nov 2021 | $151.6M | $151.6M | $0 | 13 | 0 |
| Mar 2021 | $143.2M | $143.2M | $0 | 16 | 0 |
| Jan 2021 | $123.9M | $123.9M | $0 | 15 | 12 |
| Dec 2020 | $123.9M | $123.9M | $0 | 15 | 12 |
| Dec 2020 | $123.9M | $123.9M | $0 | 15 | 12 |
| Jun 2020 | $90.7M | $90.7M | $0 | 19 | 8 |
| Mar 2020 | $90.7M | $90.7M | $0 | 19 | 8 |
| Feb 2020 | $74.4M | $74.4M | $0 | 18 | 6 |
| Nov 2019 | $74.4M | $74.4M | $0 | 18 | 6 |
| Jul 2019 | $74.4M | $74.4M | $0 | 21 | 6 |
| Apr 2019 | $74.4M | $74.4M | $0 | 21 | 6 |
| Mar 2019 | $74.4M | $74.4M | $0 | 22 | 6 |
| Jan 2019 | $84.3M | $84.3M | $0 | 25 | 451 |
| May 2018 | $84.3M | $84.3M | $0 | 25 | 451 |
| May 2018 | $84.3M | $84.3M | $0 | 26 | 451 |
| Apr 2018 | $84.3M | $84.3M | $0 | 29 | 451 |
| Mar 2018 | $84.3M | $84.3M | $0 | 30 | 451 |
| Mar 2018 | $84.3M | $84.3M | $0 | 31 | 451 |
| Sep 2017 | $82.7M | $82.7M | $0 | 38 | 600 |
| Aug 2017 | $82.7M | $82.7M | $0 | 38 | 600 |
| Mar 2017 | $78.6M | $78.6M | $0 | 37 | 493 |
| Mar 2017 | $78.6M | $78.6M | $0 | 35 | 493 |
| Sep 2016 | $68.2M | $68.2M | $0 | 35 | 476 |
| Sep 2016 | $67.5M | $67.5M | $0 | 34 | 476 |
| Sep 2016 | $67.5M | $67.5M | $0 | 35 | 476 |
| Sep 2016 | $67.5M | $67.5M | $0 | 32 | 476 |
| Jul 2016 | $66M | $66M | $0 | 33 | 476 |
| Jul 2016 | $62.5M | $62.5M | $0 | 35 | 465 |
| Jun 2016 | $61.3M | $61.3M | $0 | 33 | 462 |
| May 2016 | $58.3M | $58.3M | $0 | 31 | 557 |
| May 2016 | $58.3M | $58.3M | $0 | 32 | 557 |
| May 2016 | $57.3M | $57.3M | $0 | 31 | 557 |
| Apr 2016 | $57.3M | $57.3M | $0 | 31 | 557 |
| Mar 2016 | $54.4M | $54.4M | $0 | 28 | 557 |
| Mar 2016 | $52.3M | $52.3M | $0 | 25 | 467 |
| Mar 2016 | $52.3M | $52.3M | $0 | 25 | 467 |
| Feb 2016 | $52.3M | $52.3M | $0 | 25 | 467 |
| Jan 2016 | $51.4M | $51.4M | $0 | 24 | 442 |
| Dec 2015 | $51.4M | $51.4M | $0 | 24 | 442 |
| Dec 2015 | $51.4M | $51.4M | $0 | 25 | 442 |
| Nov 2015 | $45.9M | $45.9M | $0 | 24 | 442 |
| Oct 2015 | $45.9M | $45.9M | $0 | 24 | 442 |
| Sep 2015 | $45.9M | $45.9M | $0 | 25 | 442 |
| Sep 2015 | $45.9M | $45.9M | $0 | 25 | 442 |
| Sep 2015 | $49.9M | $49.9M | $0 | 23 | 385 |
| Jul 2015 | $49.9M | $49.9M | $0 | 22 | 385 |
| May 2015 | $45.7M | $45.7M | $0 | 20 | 350 |
| Apr 2015 | $45.7M | $45.7M | $0 | 20 | 350 |
DateOct 2025
Total AUM$218.6M
Discretionary$217.1M
Non-Disc.$1.5M
Employees31
Clients0
DateSep 2025
Total AUM$218.6M
Discretionary$217.1M
Non-Disc.$1.5M
Employees31
Clients0
DateMay 2025
Total AUM$218.6M
Discretionary$217.1M
Non-Disc.$1.5M
Employees31
Clients0
DateMar 2025
Total AUM$218.6M
Discretionary$217.1M
Non-Disc.$1.5M
Employees31
Clients0
DateJan 2025
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees23
Clients0
DateMar 2024
Total AUM$214M
Discretionary$214M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$163.6M
Discretionary$162.7M
Non-Disc.$947.7K
Employees12
Clients0
DateNov 2021
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$143.2M
Discretionary$143.2M
Non-Disc.$0
Employees16
Clients0
DateJan 2021
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees15
Clients12
DateDec 2020
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees15
Clients12
DateDec 2020
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees15
Clients12
DateJun 2020
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees19
Clients8
DateMar 2020
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees19
Clients8
DateFeb 2020
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees18
Clients6
DateNov 2019
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees18
Clients6
DateJul 2019
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees21
Clients6
DateApr 2019
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees21
Clients6
DateMar 2019
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees22
Clients6
DateJan 2019
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees25
Clients451
DateMay 2018
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees25
Clients451
DateMay 2018
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees26
Clients451
DateApr 2018
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees29
Clients451
DateMar 2018
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees30
Clients451
DateMar 2018
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees31
Clients451
DateSep 2017
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees38
Clients600
DateAug 2017
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees38
Clients600
DateMar 2017
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees37
Clients493
DateMar 2017
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees35
Clients493
DateSep 2016
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees35
Clients476
DateSep 2016
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees34
Clients476
DateSep 2016
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees35
Clients476
DateSep 2016
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees32
Clients476
DateJul 2016
Total AUM$66M
Discretionary$66M
Non-Disc.$0
Employees33
Clients476
DateJul 2016
Total AUM$62.5M
Discretionary$62.5M
Non-Disc.$0
Employees35
Clients465
DateJun 2016
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees33
Clients462
DateMay 2016
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees31
Clients557
DateMay 2016
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees32
Clients557
DateMay 2016
Total AUM$57.3M
Discretionary$57.3M
Non-Disc.$0
Employees31
Clients557
DateApr 2016
Total AUM$57.3M
Discretionary$57.3M
Non-Disc.$0
Employees31
Clients557
DateMar 2016
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees28
Clients557
DateMar 2016
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees25
Clients467
DateMar 2016
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees25
Clients467
DateFeb 2016
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees25
Clients467
DateJan 2016
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees24
Clients442
DateDec 2015
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees24
Clients442
DateDec 2015
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees25
Clients442
DateNov 2015
Total AUM$45.9M
Discretionary$45.9M
Non-Disc.$0
Employees24
Clients442
DateOct 2015
Total AUM$45.9M
Discretionary$45.9M
Non-Disc.$0
Employees24
Clients442
DateSep 2015
Total AUM$45.9M
Discretionary$45.9M
Non-Disc.$0
Employees25
Clients442
DateSep 2015
Total AUM$45.9M
Discretionary$45.9M
Non-Disc.$0
Employees25
Clients442
DateSep 2015
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees23
Clients385
DateJul 2015
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees22
Clients385
DateMay 2015
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees20
Clients350
DateApr 2015
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees20
Clients350