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SCG ASSET MANAGEMENT LLC

NAPERVILLE, IL · CRD 311843 · IAPD ↗ · scgamllc.com · 312-784-3952

$158.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2025 — SCG ASSET MANAGEMENT LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2024 — SCG ASSET MANAGEMENT LLC changed its website from sachscapitalgroup.com to scgamllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — SCG ASSET MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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