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SGL INVESTMENT ADVISORS, INC.

MISSOULA, MT · CRD 145167 · IAPD ↗ · sglinvestmentadvisors.com · 406-721-0999

$440.3MRegulatory AUM
6Advisory reps
7Employees
137Clients
n/aPlanning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — SGL INVESTMENT ADVISORS, INC. notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — SGL INVESTMENT ADVISORS, INC. notice-filed in CO, CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — SGL INVESTMENT ADVISORS, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — SGL INVESTMENT ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.