Assets Under Management
$220.8M
Number of Clients
1,003
Number of Advisors
7
Average Client AUM
$220K
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
SFG offers financial planning, consulting, and investment management. Planning includes retirement, education, estate, and tax planning. Investment management is discretionary or non-discretionary, using mutual funds, ETFs, and individual securities. They may recommend Seraph Capital Associates, LLC as a third-party money manager. SFG also provides accounting and tax preparation services.
501 SE Fourth Street, Bartlesville, OK, 74003