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SG TRADING SOLUTIONS, LLC

BOUNTIFUL, UT · CRD 322928 · IAPD ↗ · (801) 683-2856

$911.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

62
April 2026 — SG TRADING SOLUTIONS, LLC reported RAUM up 70% ($535.2M -> $911.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — SG TRADING SOLUTIONS, LLC crossed $500M in regulatory AUM ($207.8M -> $535.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2024 — SG TRADING SOLUTIONS, LLC reported RAUM up 108% ($100.0M -> $207.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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