SFG WEALTH MANAGEMENT, LLC of TOWSON, MD is an SEC-registered investment adviser (CRD 285785). Regulatory assets under management: $760.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Christina Marie Horchar | CHIEF OPERATING OFFICER | — |
| Lawrence Nelson Leitch | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| William Robert Swartz | OWNER | — |
| Timothy William Carne | CHIEF COMPLIANCE OFFICER | — |
| Kenneth William Pegher | CHIEF COMPLIANCE OFFICER | — |
| PEGHER KENNETH WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| LEITCH LAWRENCE NELSON | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| SPURRIER STEPHEN MICHAEL | MANAGING MEMBER | — |
| HORCHAR CHRISTINA MARIE | CHIEF OPERATING OFFICER | — |