About SUGI CAPITAL MANAGEMENT, INC.
SUGI CAPITAL MANAGEMENT, INC. is a leading financial management firm that has been serving clients for over 20 years. Founded by a team of experienced financial experts, SUGI CAPITAL MANAGEMENT, INC. is dedicated to providing top-notch financial solutions to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Expert financial advice from a team of experienced professionals.
- Customized financial plans tailored to each client’s needs.
- Comprehensive financial services for individuals and businesses.
Facts and Insights
SUGI CAPITAL MANAGEMENT, INC. has an impressive track record in providing successful financial solutions to its clients. Through their tailored approach and expert financial advice, the firm has helped numerous clients reach their financial goals and build their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Small business planning
Client Types
- Individuals
- Families
- Small business owners
- Corporate clients
Fees & Compensation
SUGI CAPITAL MANAGEMENT, INC. operates on a fee-only basis, meaning they do not earn commissions on any financial products or services they offer. This ensures that their advice is always unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of the assets they manage, ensuring that their interests are aligned with their clients’ interests.
Background
The team at SUGI CAPITAL MANAGEMENT, INC. has a combined experience of over 50 years in the financial industry. They are continuously researching and staying up-to-date on the latest financial trends and market changes to provide their clients with the best advice possible.
Financial Advisor Disclosures to Know
SUGI CAPITAL MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They are legally bound to act in their clients’ best interests and must disclose any potential conflicts of interest to their clients. The firm has a clean regulatory record with no disciplinary actions or complaints reported.