SGL INVESTMENT ADVISORS, INC.
SEC RegisteredFour Decades of Perspective
About the firm
SG Long Financial (operating as SGL Investment Advisors) is an independent, fiduciary investment advisory firm based in Missoula, MT. For over 40 years, the firm has worked with families, business owners, and multi-generational households to bring structure and clarity to complex financial lives, focusing on integrated planning, disciplined decision-making, and long-term continuity across investment, tax, estate, and legacy priorities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated wealth management including investments (stocks, bonds, funds), retirement and estate planning, insurance (life, disability, and long-term care), succession planning, philanthropic and charitable strategy, legacy planning, and a structured Wealth Management System covering wealth foundation, expansion, transition, and continuity.
Who they serve
Individuals, families, business owners, and multi-generational households navigating complex financial decisions, business transitions, multigenerational planning, or significant long-term wealth responsibility.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 614 | $133M |
| High Net Worth Individuals | 98 | $207M |
| State/Municipal Entities | 11 | — |
734 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of September 26, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SGL INVESTMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.