SGF Associates Wealth Management
Financial Services • 
Cincinnati, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 1513 Race St, Cincinnati, Ohio 45202, US |
| Phone number | +15139140161 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at SGF Associates Wealth Management
Gregg Fogel
CEO & Wealth Advisor
SGF Associates Wealth Management Email Formats
SGF Associates Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sgfwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sgfwm.com | 100% |
About SGF Associates Wealth Management
Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with us, their trusted and knowledgeable advisors. We aim to accomplish this through education, training integrity, and outstanding client service.
SGF Associates Wealth Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
SGF Associates Wealth Management has never raised funding before.
New Zealand
Taiwan, Province of China
Spain
Canada
Frequently asked questions
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