Sg Select, LLC is a related adviser based in Boca Raton. It manages $13.57 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida and Massachusetts.
Sg Select provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sg Select, LLC is $13.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sg Select, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard David Steinberg has been acting as President since 1 Aug 2012. Norman Steinberg joined the executive team most recently as the Director/Member.
The principal office where Sg Select, LLC performs its advisory services is located at 5100 Town Center Circle, Boca Raton, FL 33486, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-465-7070 or by fax 561-465-7071. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at sgselect.com.