SGROI WEALTH ADVISORY GROUP LLC
West Seneca, New York
4.7
16 Reviews
SGROI WEALTH ADVISORY GROUP LLC is a reputable investment advisory firm based in West Seneca, NY. With one office location, they have established themselves as a local leader in providing comprehensive wealth management services. The company boasts a team of 22 experienced professionals, 12 of whom specialize in offering expert investment advisory services to their clients.
With an average of $57,640,000 in assets under management per investment advisor, Sgroi Wealth Advisory Group LLC aligns well with the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensur...
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Assets Under Mgmt
$691.65M
Investment Professionals
12
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Articles
Articles
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