SG FINANCIAL ADVISORS, LLC

SG FINANCIAL ADVISORS, LLC of SANDY SPRINGS, GA is an SEC-registered investment adviser (CRD 133824). Regulatory assets under management: $387.7M.

Registration

CRD: 133824
SEC file number: 801-67524
Type: Registered investment adviser
Location: 333 SANDY SPRINGS CIRCLE, N.E., SUITE 121, SANDY SPRINGS, GA, 30328
Phone: 404-459-0027
Latest filing: 2020-08-17
Regulatory AUM: $387.7M
Discretionary AUM: $386.7M
Non-discretionary AUM: $992K
Clients: 4
Accounts: 976

Name	Role	Location
GRANT SAMMY J	CHIEF COMPLIANCE OFFICER; MANAGING MEMBER	—
GRANT SAMUEL JASON	CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER	—
WOOD RUSSELL E	CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT STRATEGIST; CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER	—
WOOD RUSSELL EUGENE	CHIEF INVESTMENT STRATEGIST / CHIEF COMPLIANCE OFFICER	—