Sgl Investment Advisors, Inc

Investment Advisor
in Missoula, MT

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About this Advisor

Ronald Macwillie is a chartered financial analyst based in Missoula, Montana, with 2 years of relevant experience. Macwillie works at Sgl Investment Advisors, Inc. Macwillie has gained experience at Chaffe & Associates, Inc, Sgl Investment Advisors, Capital One Asset Management and Manhattanlife. Macwillie holds a Series 63 license, designating them as a securities broker, and is registered to advise clients in Montana and Texas. Sgl Investment Advisors, Inc is a financial advisory company that has its headquarters in Missoula, MT. It controls $212 million in total assets across its 632 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 632 accounts, 20% are associated with high-net-worth investors who have more than $1 million in investable assets. The business offers portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which service is provided. Fees billed by Sgl Investment Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

2 years

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

Ronald Macwillie Work History

Ronald has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Sgl Investment Advisors

2019 - 2020 (1 year)


2014 - 2018 (4 years)

Capital One Asset Management

2011 - 2014 (3 years)

Chaffe & Associates, Inc

*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 Ronald Macwillie 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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