Sigma Advisors, LLC

Overview

Sigma Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management primarily for individual and family clients. The firm is structured as a limited liability company and is owned by an individual. Sigma Advisors emphasizes a fixed fee structure for its services, which allows for clear cost expectations for its clients. The firm does not engage in capital allocation or operate as a pension consultant, and it is not affiliated with any related advisory firms. While Sigma Advisors does not actively pursue environmental, social, and governance (ESG) investments, it maintains a straightforward approach to wealth management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices