SGF Associates

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1513 Race St, Cincinnati, Ohio, 45202, U...

Phone Number

(513) 914-0161

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About SGF Associates

SGF Associates Wealth Management offers comprehensive wealth management services tailored to clients at every stage of their financial journey. Their mission is to enhance clients' lives by creating sound financial strategies that instill confidence in their financial futures. The firm focuses on understanding clients' goals, risk tolerance, and time horizons to facilitate suitable financial decisions. With a team of experienced professionals, SGF Associates aims to address unique financial management needs, including retirement planning, investment, estate, insurance, and tax services.Explore more
SGF Associates's Social MediaPopular SearchesSGF AssociatesSgf Associates LLCsgfwm.comSGF Associates Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

SGF Associates Org Chart

PhoneEmail
NY
United States flag for contact location.

Assistant Lighting System Engineer

PhoneEmail
TW
United States flag for contact location.

Executive Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SGF Associates

<$5M
1-10
Private
<$5M
2014
NY
Naohide YasudaAssistant Lighting System Engineer
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
Bryce Wilinski, Managing Director at The Choice Group Wealth Management
Bryce WilinskiManaging Director
<$5M
1-10
Private
-
1990
DB
Douglas BehlLPL Registered Principal
<$5M
1-10
Private
-
2009
Richard Bloom, Founder & President at Teton Wealth Management
Richard BloomFounder & President
<$5M
1-10
Private
-
-
MG
Maureen GibsonAdministrative Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SGF Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SGF Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SGF Associates.

SGF Associates financials insights

Gather financial insights about SGF Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$34K

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SGF Associates Tech Stack

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Frequently Asked Questions Regarding SGF Associates

What is SGF Associates's official website?
SGF Associates's official website is www.sgfwm.com
What is SGF Associates's Revenue?
SGF Associates's revenue is <$5 Million
What is SGF Associates's SIC code?
SGF Associates's SIC: 62,628
What is SGF Associates's NAICS code?
SGF Associates's NAICS: 52,523
How many employees does SGF Associates have?
SGF Associates has 1-10 employees
What industry does SGF Associates belong to?
SGF Associates is in the industry of: Finance, Securities Trading
What is SGF Associates competition?
SGF Associates top competitors include: The Choice Group Wealth Management, Behl Financial, Teton Wealth Management, kevinshatch.com
What technology does SGF Associates use?
Some of the popular technologies that SGF Associates uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact SGF Associates?
SGF Associates contact info: Phone number: (513) 914-0161 Website: www.sgfwm.com
What does SGF Associates do?

SGF Associates Wealth Management offers comprehensive wealth management services tailored to clients at every stage of their financial journey. Their mission is to enhance clients' lives by creating sound financial strategies that instill confidence in their financial futures. The firm focuses on understanding clients' goals, risk tolerance, and ti... me horizons to facilitate suitable financial decisions. With a team of experienced professionals, SGF Associates aims to address unique financial management needs, including retirement planning, investment, estate, insurance, and tax services.Read More

What are SGF Associates social media links?
SGF Associates Linkedin page
Is SGF Associates a public company?
SGF Associates is private company therefore does not currently have an official ticker symbol
See more information about SGF Associates

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