Sgl Investment Advisors, Inc

Investment Advisor
in Missoula, MT

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About this Advisor

Andrew Harris is a financial advisor who works in Missoula, Montana who has 1 year of relevant experience. Harris is an advisor for Sgl Investment Advisors, Inc. During their career, Harris has held roles at Stockman Wealth Management, Stockman Bank, Orange Street Food Farm, Sunglasses Hut, Universal Athletics, Heggen Law Office and Sg Long Financial. Harris holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Montana and Texas. Sgl Investment Advisors, Inc is a firm that has its headquarters in Missoula, MT. It oversees $212 million in assets among its 632 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves 10 charities and foundations. Of its 632 client accounts, 20% are held by high-net-worth clients who have greater than $1 million in investable assets. Sgl Investment Advisors, Inc provides portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. However, fee types billed by Sgl Investment Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

283 W. Front Street Suite 302
Missoula, MT 59802-4328

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Sgl Investment Advisors, Inc Brokerage Details

Total Assets Under Management


MT Average: $2,609,029,241
Total Number of Employees


MT Average: 66
Total Number of Accounts


MT Average: 6,076
Average Account Size


MT Average: $429,399

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Harris Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Sg Long Financial

2021 - Present (2 years)

Heggen Law Office

2016 - Present (7 years)

Orange Street Food Farm

2019 - 2022 (3 years)

Stockman Wealth Management

2016 - 2020 (4 years)

Stockman Bank

2014 - 2019 (5 years)

Sunglasses Hut

2012 - 2015 (3 years)

Universal Athletics

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Andrew Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sgl Investment Advisors, Inc

Robbyn Richardson
Missoula, MT
Andrew Harris
Missoula, MT
Ronald Macwillie
Missoula, MT
Thomas Young
Missoula, MT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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