Assets Under Management
$1.9B
Number of Clients
6,923
Number of Advisors
88
Average Client AUM
$278K
AUM per Advisor
$21.8M
Compensation
Fee-Only (AUM)
SGI offers discretionary investment management services to investment companies, institutional investors, pension plans, trusts, corporate entities, and individual clients. They allocate assets based on client objectives and risk tolerance, using various funds, private capital, mutual funds, ETFs, fixed income, and cash instruments. SGI also provides financial planning services designed to work with clients’ financial goals and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
SGI reserves the right to charge clients less than the stated maximum fee.
620 South Main Street, Bountiful, UT, 84010