Sgl Investment Advisors, Inc.
● SEC registered since 2014CRD 145167SEC# 801-80443Missoula, MT
Reg. AUM
$391.6M
Employees
7
Accounts
1,236
Location
Missoula, MT
Sgl Investment Advisors, Inc. assets under management
Sgl Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Missoula, MT. The firm has been registered since 2014. It reports $391.6 million in regulatory assets under management and employs 7 people.
Sgl Investment Advisors, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Anthony Costa Control | Director | Under 5% | 2014 |
| Darla Marie Felix Control | Chief Financial Officer/ Chief Compliance Officer/Secretary | Under 5% | 2023 |
| Dirk Nathan Cooper Control | Director | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Sgl Investment Advisors, Inc. manage?
Sgl Investment Advisors, Inc. reports $391.6 million in regulatory assets under management on its Form ADV.
How many employees does Sgl Investment Advisors, Inc. have?
Sgl Investment Advisors, Inc. reports 7 employees.
Where is Sgl Investment Advisors, Inc. located?
Sgl Investment Advisors, Inc. is based in Missoula, MT and has been SEC-registered since 2014.
Does Sgl Investment Advisors, Inc. disclose fund performance?
Sgl Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 283 W. Front Street Suite 302, Missoula, MT 59802-4328 |
| Phone | 406-721-0999 |
| Fax | 406-721-0922 |
| Office hours | M - Thur 7:00 a.m. - 4:00 p.m. F 7:00 a.m. - 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$391.6MNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$391.6Mregulatory AUM
Discretionary $391.6M