SGL FINANCIAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $416.0M |
| Discretionary | $414.1M100% of AUM |
| Non-Discretionary | $1.9M |
| Client Accounts | 2,713 |
| Avg Account Size | $153K |
| Employees | 33 |
| Peak AUM | $416.0MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $416M | +90.3% | +32.0% | +22.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $416.0M |
| Discretionary | $414.1M |
| Employees | 33 |
| Client Accounts | 2713 |
| Client Range | More than 500 |
Contact & Location
Address
1130 W LAKE COOK ROAD
BUFFALO GROVE IL 60089
Phone
8474993330
Filing History
64 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$414M
99.5% of AUM
Non-Discretionary
$2M
0.5% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance CompanyPension Consultant