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Donald Gifford Gaumer

Investment adviser representative at Sgl Investment Advisors, Inc.
17 yearsExperience
1 stateRegistered in
$440.3MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Sgl Investment Advisors, Inc.Feb 2011 to now
  2. S.G. Long & CompanySep 2009 to now

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (MT).

Sgl Investment Advisors, Inc.

$440.3MAssets managed
883Clients
15Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5270645
Firm CRD
145167
Advisor's SEC record (opens in a new tab)
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