BROADWAY ADVISOR GROUP, LLC
Legal name: SGROI WEALTH
CRD #324281 SEC #801-127086 ALBANY, NY 518-477-3626
SEC Registered
Total AUM
$166.6M
Discretionary
$153.8M
Employees
5
Clients
101
Accounts
644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $166.6M | $153.8M | $12.9M | 5 | 0 |
| Mar 2025 | $166.6M | $153.8M | $12.9M | 5 | 0 |
| Feb 2025 | $91.9M | $82.8M | $9.2M | 5 | 0 |
| Apr 2024 | $91.9M | $82.8M | $9.2M | 4 | 0 |
| Mar 2024 | $91.9M | $82.8M | $9.2M | 4 | 0 |
| Dec 2023 | $65.1M | $65.1M | $0 | 4 | 0 |
| Apr 2023 | $65.1M | $65.1M | $0 | 4 | 0 |
| Mar 2023 | $0 | $0 | $0 | 4 | 0 |
| Jan 2023 | $0 | $0 | $0 | 4 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Nov 2022 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$166.6M
Discretionary$153.8M
Non-Disc.$12.9M
Employees5
Clients0
DateMar 2025
Total AUM$166.6M
Discretionary$153.8M
Non-Disc.$12.9M
Employees5
Clients0
DateFeb 2025
Total AUM$91.9M
Discretionary$82.8M
Non-Disc.$9.2M
Employees5
Clients0
DateApr 2024
Total AUM$91.9M
Discretionary$82.8M
Non-Disc.$9.2M
Employees4
Clients0
DateMar 2024
Total AUM$91.9M
Discretionary$82.8M
Non-Disc.$9.2M
Employees4
Clients0
DateDec 2023
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$65.1M
Discretionary$65.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0