RIA Intel›Advisers›New Jersey›SG SECURITIES, LLC

SG SECURITIES, LLC

Advisory

FLEMINGTON, NJ

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$232K

across 148 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

The full client-type breakdown and the share of AUM each category represents.

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