The SFG RETIREMENT PLAN CONSULTING is a privately held investment adviser that advises $10.21Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SFG RETIREMENT PLAN CONSULTING is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 181.54% over the last 5-years.
The Group has been registered with the SEC for 10.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 155 N. LAKE AVE. SUITE 950, PASADENA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 11 investment and 4 non-investment staff. The total number of Employees decreased by 34.78% over the last 5-years.
Their $10.21Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 207 other accounts. Assets of Government Entities and Pension Plans clients own $8.53Bn or 83.49% of Total Assets and Pension and Profit Sharing Plans-Private own $977.27mn or 9.57% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Government Entities and Pension Plans and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SFG RETIREMENT PLAN CONSULTING names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.