SFMG LLC
Legal Name: SFMG, LLC.
Other Info
SFMG, LLC is a Texas Limited Liability Company with a team of 27 professionals, 12 of whom hold advisory positions. While the exact number of clients they serve is unknown, their SEC status is listed as Approved, with a registration date of August 11, 1993. With over 25 years in the industry, SFMG is a reputable firm that provides trusted financial advisory services to their clients.
SFMG Wealth Advisors – Financial Advisors in Dallas, TX
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Direct Owners
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CRAIG METZ GREENWAY
CFO, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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DAVID WAYNE WHITE
MANAGING DIRECTOR owns more than 25% but less than 50%
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GREGORY PAUL MORGAN
MANAGING DIRECTOR AND FOUNDER owns more than 25% but less than 50%
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KEVIN WAYNE MARGOLIS
CEO, MANAGING DIRECTOR owns more than 25% but less than 50%
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RYAN JAY BLAIR
DIRECTOR owns less than 5%
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SHASHIN GIRISH SHAH
DIRECTOR owns less than 5%
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TAYLOR NIPP
DIRECTOR owns less than 5%
Firms Located Nearby
News
Top Holdings
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- VANECK VECTORS ETF TR MORNINGSTAR WIDE $72,419k
- Invesco S&P 500 High Q(sphq) $69,200k
- SCHWAB STRATEGIC TR $60,516k
- Berkshire Hathaway, Inc. $53,170k
- GOLDMAN SACHS ETF TR $47,382k
- ALPS ALERIAN MLP ETF $39,373k
- SCHWAB STRATEGIC TR US MID-CAP ETF $35,404k
- SELECT SECTOR SPDR TR SBI CONS STPLS $33,393k
- ISHARES TR $30,865k