Sgl Investment Advisors, Inc
About this Advisor
Robbyn Richardson is an investment advisor who works in Missoula, Montana. Currently an investment advisor at Sgl Investment Advisors, Inc, Richardson has 11 years of professional experience. Richardson maintains a Series 63 license, qualifying the advisor as a securities representative. Richardson is registered to operate based out of Montana. Their career trajectory has included roles at Stifel Nicolaus, Lockheed Martin, The Broe Group, Intermountain Healthcare, 1812 Advisors LLC and Fidelis Wealth Advisors. Sgl Investment Advisors, Inc is headquartered in Missoula, Montana. In aggregate, Sgl Investment Advisors, Inc oversees $146 million in assets throughout 231 client accounts and employs five staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Sgl Investment Advisors, Inc can provide portfolio management for individuals and small businesses. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Sgl Investment Advisors, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Robbyn Richardson Work History
Robbyn has 11 years of experience.
1812 Advisors LLC
Fidelis Wealth Advisors
The Broe Group
Robbyn Richardson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Sgl Investment Advisors, Inc